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.

WE WILL DISCUSS:

• When your benefits may begin and how the age at which you apply will affect the amount you receive
• How to maximize Social Security benefits and how to minimize the taxes you pay on them.
• Strategies to consider before deciding to apply for benefits.
• How your current employment will affect benefits.
• The 3 ways taxes could change in retirement
• Understand the difference between tax risk and legislative risk
• Specific strategies to potentially reduce your taxes in retirement
• When it makes sense to delay benefits – and when it does not