Clear guidance for a stronger financial future.

SOFA’s financial education workshops give you the knowledge and tools to take control of your financial future.

Our workshops are designed to help you make informed decisions, build confidence through practical strategies, and take meaningful steps toward achieving your goals.

We understand that the financial world can feel complex and filled with jargon. That’s why our financial specialists break down key concepts into clear, relatable language—using real-world insights, current trends, and personal experience to connect your learning to your everyday life.

Retirement Planning

Our Retirement Planning Workshop provides practical guidance to help you prepare for a financially secure retirement. Learn key strategies for saving, investing, generating retirement income, and planning for lifestyle expenses. Whether you're just starting to plan or nearing retirement, this workshop will help you make informed decisions with greater confidence.

See our Retirement Planning Workshops
Senior couple enjoying retirement
A realtor handing over the keys to the buyer family

Estate Planning

Our Estate Planning Workshop helps you understand the essentials of protecting your assets and preserving your legacy for future generations. Learn about wills, trusts, beneficiary designations, power of attorney, and other important estate planning tools. Gain the knowledge needed to make informed decisions and ensure your wishes are carried out with confidence.

See our Estate Planning Workshops

Real Estate

Our Real Estate Workshop provides valuable insights into buying, selling, and investing in real estate with confidence. Learn about market trends, financing options, property ownership strategies, and key factors to consider before making real estate decisions. Whether you're a first-time homebuyer or an experienced investor, this workshop will help you make informed choices.

See our Real Estate Workshops
A realtor discussing with a prospective buyer couple inside a house
Healthcare professionals discussing care

Medicare & Healthcare

Our Medicare & Healthcare Workshop helps you understand your healthcare coverage options and how they fit into your overall financial plan. Learn the basics of Medicare, enrollment timelines, coverage choices, and strategies for managing healthcare costs in retirement. Gain the knowledge needed to make informed decisions about your health and financial well-being.

See our Medicare & Healthcare Workshops

Tax Planning

Our Tax Planning Workshop explores strategies to help you make more tax-efficient financial decisions throughout retirement. Learn about investments in retirement, current market trends, the changing landscape of retirement, taxes in retirement, and the role of estate planning in preserving your wealth. Gain practical insights to help you minimize tax impacts and create a more confident retirement strategy.

See our Tax Planning Workshops
A financial advisor meeting a couple

See Our Upcoming Workshops

Couple walking in park

Understanding 401K Rollovers

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean pulvinar viverra neque, ut tempor metus finibus non. Maecenas imperdiet vel magna non suscipit.

Read more
Senior couple reviewing documents

Sustainable Income in Retirement

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean pulvinar viverra neque, ut tempor metus finibus non. Maecenas imperdiet vel magna non suscipit.

Read more
People attending seminar

ROTH IRA – America’s Next New Tax Break

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean pulvinar viverra neque, ut tempor metus finibus non. Maecenas imperdiet vel magna non suscipit.

Read more
See all workshops

Discover how we help you achieve financial success.

Our educational workshops are designed to provide the knowledge and confidence you need to make informed financial decisions at every stage of life. Whether you're planning for retirement, managing taxes, navigating Medicare, or building your estate, our experienced professionals are here to educate you on your journey. Join our workshops and take the first step toward achieving your long-term financial goals.

Learn about our process
A man conducting a workshop that is being attended by several people