Retirement University with the Society of Financial Awareness (SOFA): Estate Planning, Long Term Care, & Legacy Planning

Join the Society of Financial Awareness and Ray Kozicki, financial advisor, for Retirement University. This three-part series will cover different aspects to consider for retirement. 

Registration is required. To register, please contact Julie Duran, Illinois Outreach Coordinator for SOFA at 708-221-7012 or jduran@sofausa.org.

The Society of Financial Awareness (SOFA) is a 501(c)(3) non-profit public benefit corporation who’s mission is to provide financial education across America, one community at a time. 

Part 3 – Estate Planning, Long Term Care, & Legacy Planning

• Estate planning misconceptions
• Phases of Estate planning
• Factors to consider when Estate planning
• Estate and LTC eroding factors
• Retirement U Recap