549 RT 17 • Suite F • Tuxedo Park, NY 10987    845-363-0292

The Society for Financial Awareness

SOFA logo #2

Providing Financial Education across America, one Community at a time.

The Society for Financial Awareness is a 501(c)(3) non-profit public benefit corporation.  Our mission is to provide financial education across America, one community at a time.  We truly enjoy giving back and we wanted to do something more fulfilling than to donate money to various Charities.  One of the ways that we do this is through free informational Educational Workshops that are presented to our local Libraries, Companies, and Organizations.  These events are designed to Educate and help attendees understand and address a variety of financial topics and concerns.
Our #1 Goal is to assist individuals in taking charge of their personal finances.

TOPICS WE PRESENT

Below are some of the many Seminar topics we present for our Educational Workshops

Workshop #2
allocation 2

Asset Allocation & Modern Portfolio Theory

-Planning your investments against interest rate, inflation, and market risks

-Planning that you don't outlive your money

-Utilizing Asset Allocation to plan to meet your short, mid, and long term goals

-Putting the financial pieces in place

SS

Social Security Explained

-Basic principles of cash management.

-Roadblocks to financial success.

-Accumulating wealth.

-The importance of having a financial blueprint.

-Locating & maximizing discretionary income.

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Strategies for a Sustainable Income in Retirement

-Establish retirement goals

-Estimating retirement income

-Tax advantaged savings vehicles

-Investment considerations

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Estate Planning

-Distribution of estate, wills, and trusts

-Specific estate planning strategies

-The purpose of estate planning

-Avoiding probate

fiscal fit 1

Getting Fiscally Fit

-Basic principles of cash management

-Roadblocks to financial success

-Accumulating wealth

-The importance of having a financial blueprint

-Locating & maximizing discretionary income

Financial literacy

Financial Blunders-Lessons We Never Learn

-How to avoid losing up to 40% of your retirement plan on the day you walk away

-How naive we are in understanding the market…great opportunities, great risks

-How to "preserve" and "protect" our assets against a plunging market

-The bank: is it the place to "save" money?

investment concerns 2

Investment Concerns in a Fragile Market

-The U.S. Economy is heating up, learn how to grow your money wisely

-Why "down" markets create investment "opportunities" for the wise investor

-The "cash flow" eliminator, spending before planning is "terminal" to investing

-Do you know what you're doing when you invest?

roth irs

Is a Roth IRA Right for You?

-How to reduce your Social Security income included as taxable income

-How to provide heirs with a lifetime of income tax‐free distribution

-Strategies to help reduce the impact of the conversion tax

-How to reduce your future income taxes

woman 1

Women Approaching Retirement & Beyond

-Life insurance & Long Term Care insurance

-Planning for your retirement

-Women and money

-Divorce and widowhood

-Retirement planning

-Estate planning

-Risk management

FAQ

Have more questions? Please feel free to e-mail adrienne@prufinllc.com