Retirement University with the Society of Financial Awareness (SOFA): Investments & Taxes

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 2 – Investments & Taxes

• Creating a tax plan
• Understanding the different types of investments
• Determining when to utilize different investments in retirement
• Learning how taxes affect current investments, retirement, income and other areas of retirement