Retirement University: Estate Planning, Long-Term Care and Legacy Planning

Program Type:

Program

Age Group:

Adults
Registration for this event will close on May 20, 2025 @ 6:00pm.
There are 29 seats remaining.

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: Social Security and Medicare: 

  •  Estate planning misconceptions
  • Phases of Estate planning
  • Factors to consider when Estate planning
  • Estate and LTC eroding factors
  • Retirement U Recap

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

Registration

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