(301) 588-0514

A Quick Overview Of SOFA !

SOFA or The Society For Financial Awareness, is a nationwide 501(c)3 Nonprofit organization since 1993. SOFA's mission is to end financial illiteracy across America.

Here's Our Course Syllabus

Understanding Your Options

  • Single, Spouse, Divorce Spouse and Widow benefits.

  • Pros & Cons of filing before and after your full retirement age.

Maximizing your Benefits

  • We compare and contrast two case studies to illustrate the benefits of social security optimization.

  • Detailed cash flow summaries that explain and compare the two case strategies.

Case Study – Social Security Filing Strategies

  • Whether you have a financial advisor or do it yourself, we’ll share 5 steps you must take to secure a successful retirement.

  • How to get the maximum results from this master class.

Social Security Basics

  • How to set up an online Social Security user account and download your statement.

  • Eligibility requirements

  • Cost of Living Adjustments

  • ​Impact of the “Earnings Test”

  • How Delayed Retirement Credits can maximize your income and hedge against inflation.

Coordinating Social Security with Retirement Income Planning

  • Learn how Social Security benefits are taxed

  • ​Identify how working impacts Social Security benefit

  • Examine various “reset” strategies or “do-over” plan

  • Create a personal retirement income plan


SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

If the Instructor has a specific disclosure statement that they need to have listed on the page, then it would go here.

By submitting your registration, you agree to our Privacy Policy.