Monday, October 7, 21, November 11, December 16 – 7:00 – 8:30
- 10/7 – Social Security Explained with SOFA Financial: Are you planning on taking your Social Security soon? Join us for an informative, free session wiith Mark Lange, from the Society of Financial Advisers. Bring your questions – Mark has the answers!
- 10/21 – Strategies for a Sustainable Income in Retirement: Getting ready to retire? Do you want to make sure you are financially ready to do so? Join us for another informative session with Mark Lange, from the Society of Financial Advisers, and he will help you: establish retirement goals, estimate retirement income, discuss tax advantaged savings vehicles, and consider investments.
- 11/11 – Asset Allocation and Modern Portfolio Theory: Mark Lange, from the Society of Financial Advisers, will return for a discussion on planning your investments against interest rate, inflation, and market risks, planning that you don’t outlive your money, utilizing Asset Alocation to plan to meet your short, mid and long term goals, and putting your financial pieces in place.
- 12/16 – Estate Planning: Mark Lange, from Society of Financial Advisors, will return to discuss distribution of estate, wills, and trusts, specific estate planning strategies, the purpose of estate planning, and avoiding probate.
SOFA – Society of Financial Advisors is a 501(c)3 organization providing free financial information.
Registration is required for this event.
10/7 – Click here to register.
10/21 – Click here to register.