Updated Retirement Education Topics for 2026 - Limited Seating Available
Retirement Education Course
Offered at
Peoria Public Library
In The Willow Room
8463 W. Monroe St, Peoria, AZ, 85345
Hosted by SOFA USA, A Nationwide 501(c)3 Nonprofit since 1993
Presented by Brad Allan, MBA
Limited seating available
A Free Educational Retirement Planning Class for Adults 50-70
Retirement Education Course
Offered At
Peoria Public Library
In The Willow Room
8463 W. Monroe St, Peoria, AZ, 85345
Hosted by SOFA USA,
A Nationwide Non-Profit Since 1993
Presented by Brad Allan, MBA
Limited seating available
An Educational Retirement Planning Class for Adults
Here's What You'll Learn
If something is worth doing, it’s worth doing right—especially when it comes to retirement. Most people spend decades saving, but very little time learning how to turn those savings into reliable income while managing taxes, risk, and uncertainty.
This free educational class is designed to help you better understand the financial decisions that can impact your retirement—before costly mistakes are made. You’ll learn how different strategies work together to create clarity, confidence, and long-term sustainability, so you can make informed choices about your future.
During this session, we’ll cover:
Understanding Tax Rate Risk: Learn how historical and potential future tax changes can affect your retirement income—and explore strategies designed to help reduce unnecessary tax exposure.
Strategic Tax Distribution Planning: Understand how different types of accounts are taxed and why when and where you take income from matters just as much as how much you’ve saved.
Addressing Retirement Distribution Pitfalls: Discover common mistakes retirees make, including poor withdrawal timing, inefficient asset liquidation, and sequence-of-return risk—and how to avoid them.
Long-Term Care & Asset Protection Considerations: Gain insight into how healthcare and long-term care costs can impact retirement savings, and learn about planning approaches that may help preserve assets.
The Benefits of Strategic Planning: Learn how a coordinated approach can help align income needs, taxes, and lifestyle goals—while reducing guesswork and improving peace of mind throughout retirement.
This class is educational only, with no products sold and no obligation. The goal is simple: help you better understand the decisions that matter most, so you can approach retirement with greater confidence and clarity.
Here's What You'll Learn
If something is worth doing, it’s worth doing right—especially when it comes to retirement. Most people spend decades saving, but very little time learning how to turn those savings into reliable income while managing taxes, risk, and uncertainty.
This free educational class is designed to help you better understand the financial decisions that can impact your retirement—before costly mistakes are made. You’ll learn how different strategies work together to create clarity, confidence, and long-term sustainability, so you can make informed choices about your future.
During this session, we’ll cover:
Understanding Tax Rate Risk: Learn how historical and potential future tax changes can affect your retirement income—and explore strategies designed to help reduce unnecessary tax exposure.
Strategic Tax Distribution Planning: Understand how different types of accounts are taxed and why when and where you take income from matters just as much as how much you’ve saved.
Addressing Retirement Distribution Pitfalls: Discover common mistakes retirees make, including poor withdrawal timing, inefficient asset liquidation, and sequence-of-return risk—and how to avoid them.
Long-Term Care & Asset Protection Considerations: Gain insight into how healthcare and long-term care costs can impact retirement savings, and learn about planning approaches that may help preserve assets.
The Benefits of Strategic Planning: Learn how a coordinated approach can help align income needs, taxes, and lifestyle goals—while reducing guesswork and improving peace of mind throughout retirement.
This class is educational only, with no products sold and no obligation. The goal is simple: help you better understand the decisions that matter most, so you can approach retirement with greater confidence and clarity.
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.
Our Course Options to Choose From
Option 1
DATE/TIME
Wednesday, February 25th, 2026
5:30pm - 6:30pm
Option 2
DATE/TIME
Thursday, February 26th, 2026
2:00pm - 3:00pm
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 800-769-0728.
COURSE INSTRUCTOR
Brad Allan, MBA
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The Society For Financial Awareness
3914 Murphy Canyon Road Ste A125
San Diego, CA 92123
Map of Course Location
Map of Course Location
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.
