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Through our community development, we have the potential to make a real and positive change in the community. This is one of our key areas of focus here at The Society for Financial Awareness, and it’s a source of much success for our nonprofit organization. Feel free to get in touch with us to discuss how we may be able to implement a financial seminar/webinar series in your organization today.


Broad Topic Examples

Custom Pre-Retirement Seminar 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 so 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.


College Planning

  •  How to address the high cost of college.

  •  Developing a college investment plan.

  •  The new Educational Savings Account (ESA).

  •  Maximizing financial aid.

  •  Investment alternatives.


Investing Basics for Women

  •  Building wealth through investing.

  •  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

  • Controlling the variables we can control.

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

  • Why not taking advantage of market downturns can potentially deprive you of future gains.

  • How to evaluate your investments when the market declines.

  • Behavioral biases that get in our way.


Maximizing the Right Mortgage Strategies in Today's Market

  • Purchasing your first or second home.

  • 100% financing – yes, it can still be done.

  • Home buying flow chart.

  • Refinancing: is it still a good idea?

  • Short sales: what are they?

  • Foreclosures: what to look for.


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

  • Avoiding common mistakes.

  • How do I evaluate if I have saved enough?

  • When should I apply for Social Security?

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

  • Can I take Social Security 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 my 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 are 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?


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 Ws 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.

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