⚠ Seating is limited — June 9th & 10th at Chandler Gilbert Community College — Register before spots fill

Free Admission · Non-Profit 501(c)3 · No Products Sold · Age 50+

Society for Financial Awareness · Est. 1993

Are you unknowingly making these costly retirement mistakes?

Most Retirees Leave Hundreds of Thousands on the Table — This Free Workshop Shows You How to Keep It

A free, advanced classroom session for adults 50+ covering Social Security maximization, tax reduction, estate protection, and income strategies that actually last.

$400K

Avg Social Security couples leave unclaimed

30+

Years SOFA has provided free education

$0

Cost to attend — completely free

$400K

Avg Social Security couples leave unclaimed

30+

Years SOFA has provided free education

$0

Cost to attend — completely free

Seating is limited — spots filling fast

If you have an IRA, 401(k), TSP, 403(b), or other investment accounts — this workshop was built for you. Don't make expensive decisions without the information you'll leave with.

Costly Mistakes to Avoid

What Most Retirees Don't Know — Until It's Too Late

Claiming Social Security Too Early

The wrong timing can cost a single person up to $100,000 — and a couple up to $400,000 — in lifetime benefits.

Losing to Inflation Quietly

Savings accounts, CDs and money markets often fail to keep pace with real inflation — eroding your purchasing power year after year.

Sending Your Estate to Probate

Many trusts are structured in a way that still ends up in probate — costing families time, money, and stress.

Overpaying in Taxes

Most retirees pay far more in taxes than they need to. Legal tax reduction strategies can dramatically change what you keep.

Choose Your Date

Select a Date & Register — It's Free

Both sessions cover the identical full curriculum. Choose the date that fits your schedule.

SOFA Date Cards
Tuesday Free
June 9th
Chandler Gilbert Community College
Jacaranda Hall · Room 101
🕔 5:30 PM (Registration 5:15 PM)
📍 2626 E. Pecos Rd, Chandler, AZ 85225
Wednesday Free
June 10th
Chandler Gilbert Community College
Jacaranda Hall · Room 101
🕔 11:00 AM (Registration 10:45 AM)
📍 2626 E. Pecos Rd, Chandler, AZ 85225

A Special Event For Retirees and Those Planning To Retire

JOIN US FOR AN ADVANCED CLASSROOM COURSE FOR THOSE AGE 50 AND UP, TEACHING THE PRINCIPLES OF SOUND TAX-SMART PLANNING, INVESTING, ESTATE PLANING AND INCREASING INCOME

You and up to 3 guests are invited to join us for an educational event for individuals age 50 and up. This event is sponsored by the non-profit 501(C) 3, Society For Financial Awareness (SOFA).

You will be making critical decisions in the coming months that will impact you, your retirement, and your loved ones for years to come. Gain confidence, eliminate risk, maximize Social Security income, legally reduce taxes, estate planning, health care, and much more.

SOFA Workshop Curriculum

Workshop Curriculum

Eight Critical Topics Covered in Full

Developed and refined over 30+ years of free financial education

Inflation & Your Safe Havens
Why savings accounts, CDs and bonds often fail — and what actually outpaces inflation in retirement.
Income That Won't Run Out
Strategies to generate reliable, growing income throughout your entire retirement.
Social Security Maximization
The claiming decisions that can mean up to $100K more for singles and $400K more for couples.
IRAs, 401(k)s, RMDs & Roth
Required minimums, Roth conversions, and the withdrawal sequences most advisors don't mention.
Wills, Trusts & Probate Avoidance
How to make sure your estate reaches your family — and why many trusts still end up in probate.
Wealth Management Mindset
How financially successful retirees think differently — and what you can apply immediately.
Tax Efficiency in Retirement
Legal strategies to reduce your tax burden — including how some retirees qualify for near-zero federal tax.
How You Compare With Your Peers
An honest benchmark — and a clear picture of what to prioritize in your financial plan next.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”


- Robert Kiyosaki