Advanced Retirement Planning Strategies with SOFA
Event Date:
Monday, September 20, 2021 - 3:30pm to 6:00pm
Steve Pesotti from SOFA (The Society for Financial Awareness) will present a FREE financial planning workshop to help people become more aware of planning for the future, risk management and protection strategies.
Attendees will learn about:
- Estate Planning
- Ancillary Documents
- Life Estates
- Nursing Home/Medicare Rules
- Getting Fiscally Fit
- Financial Blunders
- Lump Sum vs Pension Income Payouts
- Social Security
REGISTRATION IS REQUIRED by calling the library at 887-3404.