{JOIN US FOR A FINANCIAL WELLNESS WORKSHOP}

We are pleased to offer financial wellness workshops to our employees eager to increase their financial literacy. Simply register by completing the form below and you’ll receive confirmation and reminder messages as the event date gets closer.

All workshops are completely FREE to attend. Your presenter is a certified non-profit financial educator who is providing their expertise to help attendees understand complex financial topics and make empowered decisions about their future.

{Taxes in Retirement} Seminar {or Webinar}

{The Whitney Conference Room, White Glove
280 N. Old Woodward Avenue, Suite 300, Birmingham, MI 48009}

Space is limited, so sign up today!

How confident are you about your personal financial situation?

Most of us have concerns over one area of our financial future or the other, including: not having enough money to retire, keeping up with the cost of living, managing debt, managing investments, or being able to afford some of the big life events like starting a family, buying a house or saving for college.

Our financial wellness workshops are created to address these concerns. Build on your own knowledge with education to help reduce your stress and empower your decisions.

What We Will Cover in This Workshop:

{Understand the Tax Cuts & Jobs Act Tax reform rules and their impact on your retirement
How lost deductions may affect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income}

“A leading educational resource for those nearing retirement” –

FAQs

Who is presenting?

Enlighten 567 provides seminars, webinars, individual consultations with financial advisors and other tools to help people feel empowered about the financial decisions they make. We are partnered with The Society for Financial Awareness (SOFA), a 501(c)(3) non-profit organization, to provide certified public educators for our financial workshops. These professionals provide education to their communities to help attendees understand and address a variety of financial topics and concerns.

Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health and Wellness Practitioners. Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across the United States. SOFA Headquarters is located at 3914 Murphy Canyon Road Suite A125, San Diego, CA 92123.

Who is this for?

Your company is making this workshop available to all employees with the intention of increasing financial literacy and reducing financial stress.

Is there a "sales" pitch?

No, this workshop is strictly educational. Our presenters are here to offer general education and information regarding financial wellness topics. As experts in their field, they may share information on their background or their company, but attendees have no obligation to engage with any workshop speaker during or after the workshop.

This presentation is strictly informational. No investments will be promoted.

Financial professionals do not provide specific tax/legal advice and the information presented at this workshop should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.