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Washington State Educator
Retirement Seminars

Live Educational Retirement Seminars for  Educators

Calling all DRS members! Are you ready to take control of your financial future and plan for a secure retirement? Look no further than SOFA Tacoma. We offer free live, in-person seminars in the South Puget Sound area specifically designed for educators like you.

 

Our seminars are completely free and focused solely on increasing your financial literacy without any sales pitches. Join us to gain valuable insights and tools to ensure a brighter tomorrow. Take the first step towards financial empowerment today with SOFA Tacoma.

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November Retirement Spotlight

While early retirement is often a popular topic, the option of retiring later deserves attention as well. Many individuals choose to extend their working years for various reasons: to find personal fulfillment in their jobs, to improve their financial stability, or to maximize their retirement savings.
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​Our seminar address these questions and MORE:

  • Have you ever wondered why some individuals choose to postpone retirement?

  • Pension vs. Social Security: Unpacking the Differences! 

  • What are the consequences of delaying retirement?

  • It's important to understand the options available regarding retirement and healthcare benefits. 

  • Embracing the opportunity to return to work after retirement

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Our seminar address these questions and MORE:
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SOFA TACOMA

 

Tacoma / Gig Harbor WA Chapter

The Society for Financial Awareness

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SOFA Speaker - Marie Ostlund

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4115 D Bridgeport Way West

University Place, WA 98466

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CONTACT US

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.

Marie Ostlund is a Registered Representative of, and offers securities through, World Equity Group, Inc., member FINRA and SIPC Ostlund Wealth is not owned or controlled by World Equity Group, Inc. Marie is not employed by, affiliated with, or endorsed by TIAA, the Washington State Department of Retirement Systems or any other Federal or state governmental agency.

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