2025 Possible Paths to Prosperity: Financial Changes Ahead

✅ Ways to reduce or eliminate your tax burden

✅ Ways to potentially increase income streams in retirement 

✅ Cutting risk & raising returns  

✅ Roth vs. LIRP (Life Insurance as a Retirement Plan)

✅What is a Will?

✅What is a Trust?

The less you pay in fees and taxes, the more of your money you keep! Don’t miss this opportunity to secure your financial future.

The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations.

These events are designed to educate and help attendees understand and address a variety of financial topics and concerns. Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners.

Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.

Jerry and his team also offer education on principal-protected strategies designed to safely grow wealth over extended periods, regardless of interest rate fluctuations or market losses. This combination of market investments and safe money strategies can generate income streams that endure through time, with many of these cash flow strategies historically increasing with inflation.

Additionally, Jerry founded Game Changer Tax and Estate Planning, where he and his team utilize specialized software to educate on conversions from taxable to tax free to reduce or eliminate tax debt in retirement accounts, guided by IRS rules. They also educate clients on the differences between wills and trusts and help to ensure that power of attorney documents remain up-to-date with changing Louisiana statutes.

Jerry is a member in good standing with the Better Business Bureau and is often quoted in the media on various financial topics.

Game Changer Wealth & Tax Disclaimer:

Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth. Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor. Brokercheck.

Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.

SOFA Disclaimer:

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.

SOFA is not affiliated with any collegiate university or college. SOFA is not an accredited educational institution and/or program and is not recognized by any accrediting agencies or state-approved agencies. Information provided by SOFA is not a Postsecondary Education in any subject matter. ​

The financial educators are licensed insurance professionals. They may also be Registered Representatives and/or Investment Advisor Representatives. To verify if your financial educator is a Registered Representative and/or Investment Advisor Representative please visit https://brokercheck.finra.org/. ​

The material presented is not intended as legal or tax advice for your personal situation, or as any other type of specific advice, and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. Any references to annuity guarantees and optional lifetime income rely on the financial strength and claims-paying ability of the issuing insurance company. SOFA and the presenter(s) are not affiliated with, or endorsed by, the Social Security Administration or any other government agency. By contacting us, you may be offered information regarding the purchase of investment advisory services, insurance, and/or annuity products. For a more personalized experience with the information you discovered, you may be interested in attending a Lab Session – your personalized review and recommendation meeting. The Lab Session is intended to transition you from course education to presenting you with financial products and services that you may wish to obtain for your customized retirement portfolio.​

All Rights Reserved.  No part of this publication may be reproduced, stored in a retrieval system, stored in a database and/or published in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of SOFA.​