Clarity, confidence, and control for your retirement

You’ve worked hard to build the life you have today. Managing your finances after retirement shouldn’t feel like another full-time job.

SOFA’s informative financial education workshops are designed to give you the clarity and confidence you need to make smarter retirement decisions by breaking down complex topics into plain language and straightforward guidance.

This is your time to enjoy the results of your hard work—not to keep working just to understand it. SOFA helps you take control of your retirement, so you can feel confident in your decisions, in control of your future, and free to focus on what truly matters.

People attending retirement workshop

Retirement Workshops We Offer

A retired couple enjoying steak at a steakhouse

Understanding Different Retirement Strategies

  • The New SECURE Act and how you can work to avoid a big tax hit for you and your beneficiaries.
  • How to proactively position your assets to potentially reduce your tax exposure.
  • Wills vs. Trusts and how to avoid probate.
  • How the IRMAA calculation could increase your Medicare costs.
  • How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
  • How to protect your funds from lifetime increasing required minimum distributions.
  • Social Security claiming strategies – the difference can be significant for a single and may have even more impact for a couple.
  • Preserving capital, diversifying your portfolio, and reallocating your assets according to your family’s unique needs.
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ROTH IRA workshop

Is a ROTH IRA Right for You?

  • How to reduce your Social Security income included as taxable income.
  • How to provide heirs with a lifetime of income tax-free distribution.
  • Strategies to help reduce the impact of the conversion tax.
  • How to reduce your future income taxes.
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Exploring retirement options

Exploring Your Options for a Quality Retirement

  • Looking at your options at distribution time from a company retirement plan.
  • Understand the impact of erosion through inflation & taxation.
  • Proper steps in reviewing 401K performance.
  • Why plan design is critical.
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Sustainable income workshop

Strategies for a Sustainable Income in Retirement

  • Establish retirement goals.
  • Estimating retirement income.
  • Tax advantaged savings vehicles.
  • Investment considerations.
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401K rollover workshop

Understanding 401K Rollovers

  • How to reduce your Social Security income included as taxable income.
  • How to provide heirs with a lifetime of income tax-free distribution.
  • Strategies to help reduce the impact of the conversion tax.
  • How to reduce your future income taxes.
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ROTH IRA tax break workshop

ROTH IRA - America’s Next New Tax Break

  • Avenue to shield Social Security income from taxation.
  • Protect retirement and beneficiary assets from RMD's.
  • Create tax risk diversifications in retirement.
  • Advanced tax and estate management.
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Women approaching retirement

Women Approaching Retirement & Beyond

  • Life insurance, long term care insurance and estate planning.
  • Planning for your retirement.
  • Women and money.
  • Risk management.
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