Educational Workshop

Educational Workshop: Death and Taxes – A Retiree’s Guide to Both Objective: This workshop is designed to provide retirees and pre-retirees with a comprehensive understanding of how estate planning and taxes intersect, especially during the retirement years. The focus is on providing actionable insights to navigate the often-complex landscape of estate management, tax implications, and…

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…

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…

Educational Workshop: Death and Taxes – A Retiree’s Guide to Both Objective: This workshop is designed to provide retirees and pre-retirees with a comprehensive understanding of how estate planning and taxes intersect, especially during the retirement years. The focus is on providing actionable insights to navigate the often-complex landscape of estate management, tax implications, and…