Retirement University: Investments & Taxes

Program Type:

Program

Age Group:

Adults
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Event Details

Are you thinking about retirement but find it a bit overwhelming? We invite you to attend the 3-part Retirement University programs presented by SOFA (The Society for Financial Awareness)!  

Wednesday, May 7th  at 6:30 pm: Social Security and Medicare
Wednesday, May 14th at 6:30 pm: Investments & Taxes
Wednesday, May 21st at 6:30 pm: Long Term Care, Estate Planning and Legacy Planning

Registration is requested for each session, please.

Tonight's session is Part 2- Investments & Taxes

  •  Creating a tax plan
  • Understanding the different types of investments
  • Determining when to utilize different investments in retirement
  • Learning how taxes affect current investments, retirement, income and other areas of retirement

SOFA is a 501(c)(3) non-profit public benefit corporation whose mission is to provide financial education across America. https://www.sofausa.org/