Briefly describe your program.
My husand and I are members of SOFA, The Society for Financial Awareness, which is a nonprofit 501(c)(3) organization and we wish to present an educational seminar reviewing financial concepts for members of our community who are approaching retirement. Topics that will be covered are: Debt, Inflation, Taxes, Long-term Care, Social Security, 401k plans, and a general overview of investment vehicles. If you would like to see the powerpoint presentation, I can email it to you. We will not be making specific recommendations or promoting any specific financial services, but just sharing information that has been approved by SOFA.