Corporate Retirement Seminars
Dalton Financial Group is a member of the Society for Financial Awareness (SOFA). SOFA is a non-profit corporation, comprised of various financial professionals who provide financial education to various companies, family businesses, and organization. SOFA members go out into the community and speak from their professional knowledge, background, and experience. We give presentations, or seminars, on our particular areas of expertise. As a professional speaker’s bureau, SOFA provides an enriching educational experience for your employees, members, or associates.
Our financial seminars are designed to:
• Eliminate Financial Illiteracy
• Enlighten the public through Financial Education
• Empower all individuals to take charge of their finances
• Embrace our communities by building relationships through trust, integrity, and public service
Our seminars address the follow topics and more:
- Income Concerns: How to generate a 6% annual, lifetime income
- Taxes Consideration: How to reduce or eliminate taxes on your Social Security
- Wall Street Security: How to shield your assets from loss while earning market like returns
- Bank Pay Off: How to maximize the interest rate of CDs and similar investments
- How to Maximize Social Security Benefits
- Personal financial needs
- Sources of retirement income
- Know when to take social security
- Wealth Transfer Planning
How Participants Benefit
- Enjoy an entertaining, informative event
- Helpful worksheets & question-answer session
- One-hour complimentary consultation for participants
- Participants gain greater understanding of financial management and increased knowledge of health & wellness
Customized seminars are also available upon request.