Social Security & Retirement Planning Basics

Program Type:

Guest Speaker

Age Group:

Adults (18+)
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Program Description

Event Details

SOFA, Society for Financial Awareness, presents their Social Security & Retirement Planning Basics session. Come to learn about social security filing age, taxation of social security benefits, and foundational information about retirement.

In this presentation, SOFA will cover: 

  • Factors to consider when determining what age to file for Social Security
  • Ways to avoid higher taxation of your Social Security benefits
  • Retirement threats and how to avoid them
  • Learn thought processes relating to income creation in retirement
  • Learn about wealth eroding factors and how to avoid them

Note: 6 feet of spacing between those in attendance may not be possible at this event.

Disclaimer(s)

Residency Registration Limit

Registration is open to Altoona and rural Polk County residents 4 weeks before the event. Registration will be open to the general public 3 weeks before the event.