Join Us For A FREE Retirement & Estate Planning Class
DISCOVER THE PITFALLS THAT RETIREES FACE AND HOW TO AVOID THEM
Where: This Class Is Now Being Held Live Online Via Zoom
When: Thursday September 4th at 6pm OR
Saturday September 6th at 9am
Complimentary Planning Workbook Provided.
SECURE YOUR SEAT TODAY!
Are You Ready To Protect Your Retirement From Taxes & Fees?
Registration:
Course Details:
LOCATION:
Guilford Technical Community College
This Class is now being taught live online via Zoom.
The Zoom meeting link will be provided after registration.
DATES & TIMES:
Thursday September 4th: 6 – 9 PM
OR
Saturday September 6th: 9 AM – 12 PM
COST:
There is NO cost to attend this class.
Questions: Call 888-885-6250
Plan Smart & Preserve Your Retirement
Our 2 1/2-hour nonprofit sponsored class is designed for pre-retirees and retirees. No Sales Pitches - just plain spoken education on keeping more of what you've earned through tax planning, estate strategies, and lifetime income planning.
Protect your income by understanding ROTH conversions & tax-efficient Social Security strategies.
Secure guaranteed, lifelong income that won't be eroded by taxes or fees.
Avoid paying double or triple on Medicare premiums through smart planning under current tax laws.
When is the right time to retire? Learn about life stage retirement income planning.
Learn how to identify hidden fees and the impact of fees on your retirement assets.
Learn about Long Term Care planning and how to get adequate coverage without breaking the bank.
Frank Riedel IV, Course Instructor
Certified Financial Fiduciary, CFF®
Certified Estate Planner, CEP®
Certified Financial Education Instructor, CFEI®
Amazon International Best Selling Author
Complimentary Planning Workbook Included!
SofaCourse.org
888-885-6250
This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular product. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop – all other endorsements are non-SOFA related. Guilford Technical Community College is not affiliated with the event and should not be contacted regarding the program.