Why your current estate and financial plan may not protect your family the way you think.
How a healthcare event or long-term care need could significantly reduce your retirement savings.
Ways to evaluate your existing investments and determine whether they are properly positioned to protect your financial future.
How to review existing life insurance and determine whether it still meets your family's needs.
Which estate planning documents you should consider — including wills, trusts, powers of attorney and healthcare directives.
How changing tax laws may affect your retirement savings and the legacy you leave behind.
Strategies for transferring wealth to your family in a more protected and tax-efficient manner.

Statistics regarding estate planning and long-term care are for informational purposes and sourced from industry benchmarks, including studies showing that approximately 57% of adults lack essential estate documents (Caring.com), 70% of seniors over 65 will require long-term care (U.S. Department of Health and Human Services) and average nursing home costs hover around $9,500 per month (Genworth Cost of Care Survey). 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. www.sofausa.org. Not affiliated with the Social Security Administration. There is no fee for this service. Statistics referenced are based on data from Allianz Life's Annual Retirement Study and Fidelity's Retiree Health Care Cost Estimate and are subject to annual updates; figures cited reflect the most recently available published data at time of printing.