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Intro to SOFA Nonprofit Financial Workshops – Retirement Income Planning
Bellevue Library
1111 110th Ave NE
Bellevue , WA 98004
(425) 450-1765

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Friday, January 25, 2019, 12:00 PM - 1:00 PM PDT
Category: Affiliate Events

*A second date for this event will be offered on February 22. Event details are on Eventbrite.

Retirement Income Planning

Join SOFA for a free, nonprofit financial workshop!

In this one-hour financial workshop provided by The Society for Financial Awareness, a national nonprofit, you'll experience the valuable content from one of SOFA's workshops titled "Retirement Income Planning." We'll ask thought-provoking questions that get you thinking:

  • Do you know your options at distribution time from a company retirement plan?
  • Do you understand the impact of erosion through inflation and taxation?
  • Do you know how to protect your assets from the volatility of the stock market?
  • Do you know how much you can spend every month of every year and not run out of money?

In this workshop you will:

  • Earn 1 CE credit
  • Experience SOFA workshops first-hand
  • Get introduced to over 30 financial presentations that SOFA can bring to your company and tailor to your employees
  • All of SOFA’s workshops are free of charge 
  • Help employees get the resources they need in a no-pressure environment – no products are discussed or sold.
  • Satisfy your employer’s obligations under ERISA 404(c)

Presenter Bio:

Cindy Mueller grew up in Camas, Washington and holds a BA in Finance from Washington State University. Following graduation, Cindy was accepted into Washington Mutual’s two-year management training program where she spent 12 years in various financial roles. In addition to raising her three bustling children, Cindy was active in the Bellevue School District for multiple years as PTSA President, Treasurer, and Auction Chair, earning Volunteer of the Year and the Golden Acorn Award, which is awarded for outstanding service to youth in the community. Additionally, Cindy was awarded the Interlake High School Booster Award. In January 2018, Cindy achieved a prestigious Enrolled Agent designation which allows her to be federally authorized and empowered by the U.S. Department of the Treasury to act as a tax advisor.

 

Additional Information:

This workshop is free!

Since 1993, SOFA has been increasing financial literacy in the community by providing free, on-site workshops on 30+ financial topics.  SOFA is a nation-wide 501(c)(3) nonprofit public benefit corporation who promotes financial awareness through no-pressure educational events.  No products are discussed or sold, and all SOFA workshops satisfy employers' obligations under ERISA 404(c).   SOFA is funded by inspired corporations and individuals who have found value in SOFA's content and wish to continue to motivate and educate individuals on resources available to improve their financial affairs.  SOFA presenters are financial professionals that have been found to be experts in their field and who give their time pro bono.