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Retirement University Part 3: Enhanced Legacy Planning-- Protect What You've Built

Tue, Mar 24

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Geneseo Public Library District

Turn Retirement Uncertainty Into a Clear, Actionable Plan | Retirement University is a step-by-step educational series designed to help you avoid costly mistakes, reduce lifetime taxes, and create reliable income. Educational series, no solicitation or product pitches.

Retirement University Part 3: Enhanced Legacy Planning-- Protect What You've Built
Retirement University Part 3: Enhanced Legacy Planning-- Protect What You've Built

Time & Location

1 more dates

Mar 24, 2026, 6:00 PM – 7:00 PM

Geneseo Public Library District, 805 N Chicago St, Geneseo, IL 61254, USA

About the event

This workshop is sponsored by SOFA. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop – all other endorsements are non-SOFA related.


Who This Is For:

Pre-retirees and retirees who want clarity, not guesswork — especially those with meaningful assets who know decisions now will shape the next 20–30 years.


March 3rd: Part 1: Social Security & Medicare Foundations- Get These Right First

Small filing or Medicare decisions can cost tens of thousands over retirement. Learn how timing, spousal strategies, and Medicare choices work together so you can make confident, informed decisions.


March 10th: Part 2: Building Reliable Retirement Income- Make Your Money Last


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Jaime Ragins offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. First Serve Financial LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jaime Ragins, independent agent.
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