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Upcoming Events 

Check out our upcoming events below!



Upcoming Events

More Events To Come. Check Back Here For Event Updates


In the meantime you can find out more information about the organization we co-host with for our educational workshops. 

SOFA the organization, does not offer to sell financial products nor promote any one company. 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. 

Want to learn more?

Check out these articles below

Catch-Up Contributions

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Catch-Up Contributions

Systematic Withdrawals in Retirement

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Systematic Withdrawals in Retirement

Budget Check Up: Tax Time Is the Right Time

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Budget Check Up: Tax Time Is the Right Time

Does Your Portfolio Fit Your Retirement Lifestyle?

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Does Your Portfolio Fit Your Retirement Lifestyle?
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