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

Program Type:

Financial & Legal

Age Group:

Adult, Adults 60+
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Event Details

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