Through community development efforts, we have the potential to make a real and positive change in the community. This is one of the key areas of focus here at The Society for Financial Awareness, and a source of much success for our nonprofit organization. Feel free to get in touch with us and lets discuss how we may be able to implement a financial seminar/webinar series for your organization today. Click on the "Contact" button above, or scroll down to view financial topics.

Picture for Seminar Topics Page.jpg

Broad Topic Examples

  Getting Fiscally Fit

  •  Basic principles of cash management.

  •  Roadblocks to financial success.

  •  Accumulating wealth.

  •  The importance of having a financial blueprint.

  •  Locating & maximizing discretionary income.

  Asset Allocation & Modern Portfolio Theory

  • Planning your investments against interest rate, inflation, and market risks.

  • Planning that you don't outlive your money.

  • Utilizing Asset Allocation to plan to meet your short, mid, and long term goals.

  • Putting the financial pieces in place.

  Understanding Roth IRAs

  •  Learn the difference between a traditional IRA and a Roth IRA

  •  Understand tax benefits

  •  Determine how much of your existing IRA you should convert

  •  Maximizing financial aid

  •  Learn why now is a good time

  Social Security Explained

  •  Learn the type of benefits you are able to receive

  •  Difference between full retirement age and delayed retirement

  •  When and how to file for benefits

  •  Retirement planning strategies

  •  Survivor benefits explained

  •  Understanding taxation of benefits

  Investing Basics for Women

  •  Know yourself - identifying your characteristics.

  •  Some of the risks and returns of investing.

  •  Budgeting and debt management.

  •  The different types of investments.

  •  Planning for your retirement.

  Investment Concerns in a Fragile Market

  •  The U.S. Economy is heating up, learn how to grow your money wisely.

  •  Why "down" markets create investment "opportunities" for the wise investor.

  •  The "cash flow" eliminator, spending before planning is "terminal" to investing.

  •  Do you know what you're doing when you invest?

  Exploring Options for a Quality Retirement

  • How to establish retirement goals

  • How to create an income distribution plan to protect yourself from running out of money in retirement

  • How to protect assets from market risk and volatility

  • Learn how you can know exactly when you can retire and how much you can spend every month in retirement

  • Understand benefits of Roths and IRAs

Custom Pre-Retirement Seminar Topic Examples

Maximizing Your Income in Retirement:
Coordinating Pension, Social Security, & Investment Withdrawals

  • Avoiding the common mistakes

  • How do I evaluate if I have saved enough?

  • When should I apply for Social Security (SS)?

  • What are the optimal strategies available for coordinating spousal SS benefits?

  • Can I take SS while working?

  • How do the pension survivorship options work, and which should I choose?

  • How is my pension calculated?

  • When do I have to start withdrawing from my investment accounts?

  • What are the best options for my 403(b) or spouse’s 401(k) at retirement?

  • Tax diversification – how do I mitigate my taxes in retirement?

Life, Health, and Long-Term Care Insurance in Retirement: Effectively Managing Personal Risk as We Age

  • Will I still need life insurance in retirement?

  • What are the best ways to optimize the cash value I have in my current life insurance policies?

  • How do I analyze how much life insurance I actually need?

  • If I retire before Medicare age, what are my options?

  • What is Medicare Part A, Part B, Medigap, Part D, & Medicare Advantage?

  • Why do I keep hearing so much about long-term care insurance (LTCI)?

  • How much does LTCI cost?

  • Is LTCI right for me and, if so, what are the pros and cons of the various options/policies that exist?

Protecting Your Nest Egg in Retirement:
The Importance of Asset Allocation & Diversification

  • What are the different types of investments I should consider in retirement?

  • How do I choose the right “mix” for my portfolio?

  • Is rebalancing important and when is it necessary?

  • What’s this “bucketing” strategy I’ve read about, and is it right for me?

  • Should I invest my various investment accounts differently based on my goals?

  • How much risk is appropriate for my age and how do I measure risk?

  • What are alternative asset classes, and why are they so important in a retirement portfolio?

  • What steps can I take to ensure I don’t outlive my assets?

  • How much is too much to have in cash?

  • How can I avoid any unnecessary taxes/penalties?

  • Which investments should I drawn down first?

Beyond the Numbers: Finding Happiness, Meaning and Fulfillment in Retirement

  • How to define your retirement vision, and the five W’s of your vision Who, What, Where, When, and Why

  • 12 planning tips to thrive in retirement

  • The importance of writing out your non-financial plan

  • 8 golden rules for your golden years to be great

  • Steps you can take today to lay the foundation for your retirement lifestyle

  • Finding your sense of purpose and what meaning you’ll look for in retirement