Updated Retirement Education Topics for 2026 - Limited Seating Available
Taxes In Retirement
Offered at
Red Mountain Center
7550 East Adobe Street, Mesa, AZ 85207
Hosted by SOFA USA, A Nationwide 501(c)3 Nonprofit since 1993
Presented by Josh Cormany
Limited seating available
A Free Educational Retirement Planning Class for Adults Age 55-70
Here's What You'll Learn
At SOFA, we believe If something’s worth doing, it’s worth doing right. In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. This free course will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
Avoid a 50% penalty tax on your required minimum distributions (common advisor mistake)
Build a tax-free retirement
Minimize the taxation of your social security benefits
Properly diversify your tax risk among the three taxation structures
Properly use estate planning techniques to lessen or eliminate the tax burden to your heirs
Details of the new Secure Act Law Including:
How it can and will affect your retirement plan
New required minimum distribution ages and Stretch IRA rules
How to minimize the taxation affects of this law for your heirs
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.
Upcoming Events
Option 1
DATE/TIME
Wednesday, November 12th, 2025
6:00pm - 7:15pm
Option 2
DATE/TIME
DATE/TIME
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 800-210-0387.
COURSE INSTRUCTORS
Josh Cormany
The Society For Financial Awareness
3914 Murphy Canyon Road Ste A125
San Diego, CA 92123
Map of Course Location
This course is offered by The Association of Financial Educators. AFE 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, AFE's role is only to educate and inspire. AFE only represents the educational workshop - all other endorsements are non-AFE related.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Risk Management and asset protection services offered through PWA Partners, LLC a licensed insurance agency. Prospect Estate Planning is not a legal firm and does not offer legal services or advice.
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