Taxes In Retirement Workshop


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This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization

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Where Community Happens

Understand the official new tax reform rules and their impact on your retirement

The changing rules for a retiring generation of baby boomers

How lost deductions may affect your taxes in retirement

Tools & strategies available to retirees to help develop a retirement tax strategy

Strategies to help protect yourself against the taxation of your Social Security income

How rising taxes may affect your retirement cash flow


Meet The Greater Philadelphia Chapter Presidents

The Greater Philadelphia Chapter Presidents have a natural passion for helping others and they do so through their every day business practice at the Society Of Financial Awareness.

The SOFA goal is to provide the families and businesses served with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.

At SOFA, we are able to bring great insight and perspective backed with an educational approach to insurance services, retirement and legacy planning, social security optimization, mortgage services and tax planning needs.

Bret Elam (Managing Partner), David Bezar (Managing Partner), and Karen Bezar (Managing Partner)

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