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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Register below for our upcoming events

Free Financial Webinars for Federal Employees

 Our webinars are built around the real questions we hear from federal employees every day. We deliver more than 200 sessions a year across multiple agencies, so the content is shaped by what people actually struggle with: TSP decisions, retirement timing, FEGLI costs, Social Security coordination, and everything in between. Each webinar is led by experts who know the federal system inside and out. You get practical information you can use immediately, plenty of time to ask your own questions, and the option to schedule a personal follow-up if you want deeper guidance. 

Retirement Distribution Strategies to Avoid Outliving Your Money

This webinar will be best suited for those nearing retirement and focus on extending your retirement savings to last. This addresses one of the biggest concerns people have heading into retirement. We will examine withdrawals and how they fit into your overall plan along with other sources of income. We will discuss addressing your needs in retirement, how to decide if you can maintain the same lifestyle you are in now, how social security fits in and review the popular 4% rule to see if it fits with your overall strategy 

📅Jan 27 at 12pm ET

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Retirement Ready? What TSP Holders 59½+ Must Know Before Buying an Annuity

This webinar is an extension of our annuity overview and goes deeper for those holders with access without penalty. Attendees will learn how to spot the right annuities and avoid the ones that could cost you thousands. We’ll examine the critical truths about annuities - which ones can create safe, lasting retirement income, and which could jeopardize your hard-earned savings.

📅Jan 29 at 12pm ET

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