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Understanding Social Security
Offered at
American Lutheran Church
1114 College St, Woodland, CA 95695
Hosted by SOFA USA, A Nationwide 501(c)3 Nonprofit since 1993
Presented by Dennis Dachtler and Richard Jarvey
Limited seating available
A Free Educational Retirement Planning Class for Adults Age 50-70
Understanding Social Security
Offered At
American Lutheran Church
1114 College St, Woodland, CA 95695
Hosted by SOFA USA,
A Nationwide Non-Profit Since 1993
Presented by Dennis Dachtler and Richard Jarvey
Limited seating available
An Educational Retirement Planning Class for Adults Age 50-70
Here's What You'll Learn
At SOFA, we believe If something's worth doing, it's worth doing right. When it comes to the ever changing political environment, the truth is that tax rates in the coming years could be significantly different than they are today. This tuition-free course will teach you how to avoid common mistakes surrounding taxes and which strategies can help to minimize the devastating impact taxes can have during your retirement year.
Understanding the benefits of collecting your Social Security tax free.
Determine the type of benefits you are eligible to receive.
Understand taxation of benefits.
Understand what Social Security is and how it works so you can plan accordingly.
Determine the best time to file so you can maximize your lifetime payout.
Learn the difference between full retirement age and delayed benefits.
Remove taxes off of your Social Security.
Here's What You'll Learn
At SOFA, we believe If something's worth doing, it's worth doing right. When it comes to the ever changing political environment, the truth is that tax rates in the coming years could be significantly different than they are today. This tuition-free course will teach you how to avoid common mistakes surrounding taxes and which strategies can help to minimize the devastating impact taxes can have during your retirement year.
Understand what Social Security is and how it works so you can plan accordingly.
Understanding the benefits of collecting your Social Security tax free.
Determine the best time to file so you can maximize your lifetime payout.
Determine the type of benefits you are eligible to receive.
Understand taxation of benefits.
Learn the difference between full retirement age and delayed benefits.
Remove taxes off of your Social Security.
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Here Are Our Upcoming Events
TUESDAY OPTION
DATE/TIME
Tue, October 22nd, 2024
6:30pm - 8:00pm
WEDNESDAY OPTION
DATE/TIME
Wed, October 23rd, 2024
6:30pm - 8:00pm
Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first serve basis.
If you have any questions please call our office at (800) 333-1855.
COURCE INSTRUCTOR
Dennis Dachtler and Richard Jarvey
https://storage.googleapis.com/msgsndr/M8A7hwe92v76MwxbcAnw/media/631a3b79cfb315489929c35a.jpeg
The Society For Financial Awareness
3914 Murphy Canyon Road Ste A125
San Diego, CA 92123
Our Upcoming Events
REGISTRATION CLOSED
TUESDAY OPTION
DATE/TIME
Tue, October 22nd, 2024
6:30pm - 8:00pm
WEDNESDAY OPTION
DATE/TIME
Wed, October 23rd, 2024
6:30pm - 8:00pm
Seating is limited,
so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis.
If you have any questions please call our office at (800) 333-1855.
COURCE INSTRUCTOR
Dennis Dachtler and Richard Jarvey
The Society For Financial Awareness
3914 Murphy Canyon Road Ste A125
San Diego, CA 92123
Map of Course Location
Map of Course Location
This course is offered by The Society For Financial Awareness. SOFA the organization, does not offer to sell Financial Products nor promote any one particular 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.
Securities and investment advisory services offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Dachtler Wealth Management, LLC is not owned or controlled by Calton & Associates, Inc. Neither Calton & Associates, Inc nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought
This course is offered by The Society For Financial Awareness. SOFA the organization, does not offer to sell Financial Products nor promote any one particular 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.
Securities and investment advisory services offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Dachtler Wealth Management, LLC is not owned or controlled by Calton & Associates, Inc. Neither Calton & Associates, Inc nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought