Financial Education & Retirement Training for Federal Employees

Society for Financial Awareness 
SOFA DC Metro Chapter
Society for Financial Awareness 
SOFA DC Metro Chapter
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    • HOME
    • UPCOMING EVENTS
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  • UPCOMING EVENTS
  • ABOUT
  • TOPICS
  • Contact Us

WEBINAR TOPICS

INDIVIDUAL COURSE LIST: (1 hr plus Q&A)

  

  • Building a Strong Financial Foundation 
  • Making the Most of Your TSP 
  • Beyond Investing: Building a Retirement Plan 
  • Understanding Annuities 
  • Your Retirement Countdown: 7 Key Planning Decisions 
  • Planning Ahead for Long-Term Care 
  • Social Security and Tax Planning for Retirement 
  • Estate Planning Essentials 
  • Making Sense of Roth Conversions 
  • Retirement Distribution Strategies: Avoiding the Risk of Outliving Your Money 
  • Your Financial Roadmap: Planning with Confidence 

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