Complimentary Retirement Workshop @ Apex Senior Center
How to Avoid Common Mistakes, Maximize Your Income and Minimize Taxes
SOFA is a 501(c)3 Non-Profit Organization that has been providing FREE Financial Literacy Seminars to Employees and to the Public since 1993. We work with companies like Disney, NASA, FBI, Paychex, Lockheed Martin and thousands more.
We also work with Local Libraries and Schools to provide free Education to the Public.
Wednesday, April 02th
Apex Senior Center
05:00 P.M EST - 63 Hunter St, Apex, NC 27502
Wednesday, April 16th
Apex Senior Center
05:00 P.M EST - 63 Hunter St, Apex, NC 27502
Workshop Topics:
Traditional “safe havens” like savings, CDs, bonds and money market accounts are generating income well below the rate of inflation.
How to avoid outliving your income, and how to develop increasing income strategies.
How to maximize your Social Security benefits; the difference can be up to$100,000 for a single person and $400,000 for a couple.
What you need to know about your IRA, 401(k), and RMDs. Plus, is a Roth IRA right for you?
Will vs. Trusts; How to avoid probate expense and inconvenience. Find out how some trust designs can still send your trust to probate.
Wealth management strategies - learn how savvy investors think.
Is it possible to be in the 0% tax bracket in retirement?
Find out how you “financially compare” with your peers.
Don’t miss this event if you have an IRA, 401(k), TSP, 403(b) or other investment accounts.
A Special Event For Retirees and Those Planning To Retire
JOIN US FOR AN ADVANCED CLASSROOM COURSE FOR THOSE AGE 50 AND UP, TEACHING THE PRINCIPLES OF SOUND TAX-SMART PLANNING, INVESTING, ESTATE PLANING AND INCREASING INCOME
You and up to 3 guests are invited to join us for an educational event for individuals age 50 and up. This event is sponsored by the non-profit 501(C) 3, Society For Financial Awareness (SOFA).
You will be making critical decisions in the coming months that will impact you, your retirement, and your loved ones for years to come. Gain confidence, eliminate risk, maximize Social Security income, legally reduce taxes, estate planning, health care, and much more.
