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Financial Literacy Workshop with SOFA: Legal Lessons for Life
Saturday, October 11, 2014
10:00 AM-12:00 PM
Cost: Free and Open to the Public
Providence Public Library
150 Empire Street
Providence, RI 02903
Conference Room (3rd Floor)
LEGAL LESSONS FOR LIFE
ATTENDEES will hear/learn about…
-The new Supreme Court decision impacting IRA beneficiaries
-Holding Ownership of your home/insulating it from creditors
-Uniform Gift to Minors Act…the good, the bad and some alternatives
-Strategies for planning/selecting Guardians for your child(ren), grandchild(ren), special needs child(ren)
-Wills, trusts, and other documents…learn your financial math to determine how many you need
-HIPPA/Health care privacy rules and tools for use
-If you don’t have a FEDERAL ESTATE TAX, do you know if you have a STATE ESTATE TAX
-Do you need a trust?...maybe, maybe not…just some questions to ask yourself
-Should you put an adult child on any of your savings/checking accounts
-Homework: before or after the session: Please check who OWNS your life insurance and WHY it may be a hidden surprise.
What is The Society for Financial Awareness?
The Society for Financial Awareness is a 501(c)(3) Non Profit Public Benefit Corporation. Our mission is to provide financial education across America, one community at a time.
We are comprised of professionals from throughout the nation, with varying specialties. These professionals, and the independent businesses they operate, provide valuable services to their communities. One of the ways they do that is through informational workshops and seminars that are presented to individuals, companies, and organizations. These events are designed to help them both 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 & Wellness Practitioners.
Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.