Presented by: Matthew Danmyer, CFP® – SOFA Member

The Society for Financial Awareness is a nationwide Non-Profit Educational Speaker’s Bureau that provides
financial workshops to companies, organizations, city and federal governments, places of worship, other
non-profit organizations, and more. SOFA’s mission is to end financial illiteracy, one community at a time, by
conducting financial education workshops across the country.

You will learn:

• The advantages and disadvantages of Wills and Living Trusts.
• How Powers of Attorney work and don’t work.
• How Probate Court works and why you may want to avoid it for your family.
• Why putting property in your children’s names may be a mistake.
• Common Estate Planning mistakes to avoid.
• Strategies for minimizing taxes in retirement.
• Tax implications of Estate Planning.
• Tax considerations for Retiree’s.