Retirement & Tax Planning Basics with the Society of Financial Awareness (SOFA)

Join the Society of Financial Awareness and Ray Kozicki, financial advisor, for an expanded class about retirement and tax planning basics. This class will cover how to maximize Social Security, avoiding retirement risks, smart tax strategies, the new rules from 2025 that may impact benefits, and considerations on planning your income for long-term success.

The same class will be given twice - once on Thursday, February 19 and again on Tuesday, February 24. Please register for one of the classes by contacting Julie Duran, Illinois Outreach Coordinator for SOFA at 708-221-7012 or jduran@sofausa.org.