Programs
Program Description:
Tax Planning for Every Stage: Before and After Retirement
Join the financial professionals at Gilliland Lee Financial Group, Inc. for an educational workshop covering Taxes in Retirement. Whether you are still exceling at your career, nearing retirement or already retired, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation.
When:
• Wednesday, May 14 | 6:00 - 7:00pm
Where:
• Philip Heit Center (150 W. Main St, New Albany, OH)
• Meeting Room on the 1st Floor
• The parking lot and main entrance are located behind the building
Fee:
• Free to attend, but please register online since space is limited.
Registration Options:
• For a quick "guest" registration process, you can simply click this link and register using the form. This is a simpler option if you don't have a RecDesk account.
• Or you can register using the green "Register" button above and login to your RecDesk account (or create an account).
About Healthy New Albany:
Our mission is to Cultivate & Inspire Healthy Living! Our Community Health Talks, lectures with local speakers on topics related to health and wellness, are just one way we strive to inspire health and wellness in our community. To learn more about all our work, visit healthynewalbany.org
About the Instructor:
Jason C. Lee, AIF® is President of Gilliland Lee Financial Group, Inc.; a holistic financial planning firm located in New Albany, Ohio.
Jason is a 23+ year veteran of the industry and has been nationally recognized as a leading life insurance and financial service professional. He has earned certification as an Accredited Investment Fiduciary (AIF®) as well as a Certified Instructor with the nationally recognized Financial Educators Network. In addition to embracing the responsibility that goes with helping clients make life-changing financial decisions, Jason is a strong advocate for various Columbus chapter philanthropies focusing on children’s health and well-being. He has served as past President and Chair for “Champion’s for Children,” a non-profit organization raising money for Nationwide Children’s Hospital as well being involved with the Muscular Dystrophy Association, A Kid Again and Make-A-Wish Foundation. Jason received his degree in Finance from the University of Dayton, where he played all four years as a defensive back for the Flyers.
Away from business, Jason enjoys spending time with his family traveling, playing golf and boating. He recently fulfilled a life-long dream with the purchase of a farm, which he considers his sanctuary! He is married to his middle school sweetheart, Amanda, and together they have two beautiful daughters, Gwyneth and Stella.
-Jason C. Lee, AIF® is a licensed registered representative in the states of CA, FL, NC, OH and TX.
-Jason C. Lee, AIF® is a licensed investment adviser representative in all 50 states.
-Jason C. Lee, AIF® is licensed to sell insurance, annuities, & securities.
-Jason C. Lee, AIF® offers securities through Parkland Securities, LLC, member FINRA/SIPC.
-Gilliland Lee Financial Group, Inc. located at 6525 W. Campus Oval Ste. 125, New Albany, OH 43054 Phone: 614-798-0508.
-Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
-This is not intended to be a sales seminar. The purpose of this course is to examine many aspects of personal finance and how they work together to create an integrated retirement plan.
-There will be an opportunity to schedule an appointment for an individual consultation at the end of the course which may result in a recommendation of specific financial products that may help you achieve your financial goals.
-There is no obligation to schedule an appointment or purchase a product.
Tax Planning for Every Stage: Before and After Retirement
Join the financial professionals at Gilliland Lee Financial Group, Inc. for an educational workshop covering Taxes in Retirement. Whether you are still exceling at your career, nearing retirement or already retired, this workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation.
When:
• Wednesday, May 14 | 6:00 - 7:00pm
Where:
• Philip Heit Center (150 W. Main St, New Albany, OH)
• Meeting Room on the 1st Floor
• The parking lot and main entrance are located behind the building
Fee:
• Free to attend, but please register online since space is limited.
Registration Options:
• For a quick "guest" registration process, you can simply click this link and register using the form. This is a simpler option if you don't have a RecDesk account.
• Or you can register using the green "Register" button above and login to your RecDesk account (or create an account).
About Healthy New Albany:
Our mission is to Cultivate & Inspire Healthy Living! Our Community Health Talks, lectures with local speakers on topics related to health and wellness, are just one way we strive to inspire health and wellness in our community. To learn more about all our work, visit healthynewalbany.org
About the Instructor:
Jason C. Lee, AIF® is President of Gilliland Lee Financial Group, Inc.; a holistic financial planning firm located in New Albany, Ohio.
Jason is a 23+ year veteran of the industry and has been nationally recognized as a leading life insurance and financial service professional. He has earned certification as an Accredited Investment Fiduciary (AIF®) as well as a Certified Instructor with the nationally recognized Financial Educators Network. In addition to embracing the responsibility that goes with helping clients make life-changing financial decisions, Jason is a strong advocate for various Columbus chapter philanthropies focusing on children’s health and well-being. He has served as past President and Chair for “Champion’s for Children,” a non-profit organization raising money for Nationwide Children’s Hospital as well being involved with the Muscular Dystrophy Association, A Kid Again and Make-A-Wish Foundation. Jason received his degree in Finance from the University of Dayton, where he played all four years as a defensive back for the Flyers.
Away from business, Jason enjoys spending time with his family traveling, playing golf and boating. He recently fulfilled a life-long dream with the purchase of a farm, which he considers his sanctuary! He is married to his middle school sweetheart, Amanda, and together they have two beautiful daughters, Gwyneth and Stella.
-Jason C. Lee, AIF® is a licensed registered representative in the states of CA, FL, NC, OH and TX.
-Jason C. Lee, AIF® is a licensed investment adviser representative in all 50 states.
-Jason C. Lee, AIF® is licensed to sell insurance, annuities, & securities.
-Jason C. Lee, AIF® offers securities through Parkland Securities, LLC, member FINRA/SIPC.
-Gilliland Lee Financial Group, Inc. located at 6525 W. Campus Oval Ste. 125, New Albany, OH 43054 Phone: 614-798-0508.
-Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
-This is not intended to be a sales seminar. The purpose of this course is to examine many aspects of personal finance and how they work together to create an integrated retirement plan.
-There will be an opportunity to schedule an appointment for an individual consultation at the end of the course which may result in a recommendation of specific financial products that may help you achieve your financial goals.
-There is no obligation to schedule an appointment or purchase a product.
Note:
Special Instructions:
• Come ready to learn! We recommend bringing a notepad or other way to take notes
Questions?
Contact us at: programs@healthynewalbany.org
| Program Type | Adult Programs |
| Program Subcategory | Knowledge |
| Program Code | HNA Health Talk |
| Online Registration | Yes |
| Enrollment Begin Date | 2/10/2025 |
| Enrollment End Date | 5/14/2025 6:00 AM |
| Instructor(s) |
Jason C. Lee, AIF® is President of Gilliland Lee F
|
| Gender | Any Gender |
| Enrollment Minimum | 10 |
| Maximum | 60 |
| Grade Minimum | |
| Maximum | |
| Age Minimum | 16 years Enforced - As of date 5/14/2025 |
| Maximum | - |
| Standard Fee | Residency Restriction |
Membership Restrictions |
Amount |
|---|---|---|---|
| No Fee | -None- | $0.00 | |
| No Fee | |||
| Residency Restriction | -None- | ||
| Membership Restrictions | - | ||
| Amount | $0.00 | ||
| Add On Fee | Residency Restriction |
Amount | |
|---|---|---|---|
| $10 Donation to Support HNA | -None- | $10.00 | |
| $10 Donation to Support HNA | |||
| Residency Restriction | -None- | ||
| Amount | $10.00 | ||
| $25 Donation to Support HNA | -None- | $25.00 | |
| $25 Donation to Support HNA | |||
| Residency Restriction | -None- | ||
| Amount | $25.00 | ||
| $5 Donation to Support HNA | -None- | $5.00 | |
| $5 Donation to Support HNA | |||
| Residency Restriction | -None- | ||
| Amount | $5.00 | ||
| $50 Donation to Support HNA | -None- | $50.00 | |
| $50 Donation to Support HNA | |||
| Residency Restriction | -None- | ||
| Amount | $50.00 | ||
| Date | Day | Start Time | End Time | Location |
|---|---|---|---|---|
| 05/14/2025 | Wednesday | 6:00 PM | 7:00 PM | Conference Room |
| Wednesday - 05/14/2025 | ||||
| Start Time | 6:00 PM | |||
| End Time | 7:00 PM | |||
| Location | Conference Room | |||
