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Intro to SOFA Financial Workshops: Retirement Income Planning/1 HR credit
Mercer Island Library
4400 88th Ave S.E.
Mercer Island,, wa 98040
Friday, February 22, 2019, 12:30 PM - 1:30 PM PDT
Category: Affiliate Events

Intro to SOFA Financial Workshops: Retirement Income Planning/1 HR credit

When: Friday, February 22, 2019 | 12:30PM - 1:30PM

Where: Mercer Island Library
4400 88th Ave S.E.
Mercer Island, WA 98040

Registration Fee: Free


In this 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?

We'll also introduce you to 30 financial presentations that we can bring to your company and tailor for your employees. SOFA workshops are free of charge and satisfy the employer's obligations under ERISA 404(c). By experiencing a SOFA workshop and evaluating the value for yourself, you’ll feel confident to invite SOFA to your place of business. Together we can increase financial literacy!


Your presenter, Tyler Lively, is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.). Tyler is motivated by the ability to help people achieve achieve their financial goals. He is a Financial Planner and is currently taking courses to become a CERTIFIED FINANCIAL PLANNER in March 2019.


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.


RSVP Today!