Geneseo Public Library to Host Free Retirement Planning Workshop Series

The Geneseo Public Library will host a series of retirement planning workshops presented by Jamie Ragins, a representative of The Society for Financial Awareness. Each session will focus on the core principles of building a confident, sustainable retirement plan.

Topics will include how recent tax law changes may affect retirement planning, how to optimize Social Security benefits, when Roth conversions may or may not make sense, strategies to improve retirement income tax efficiency, and ways to create more flexible, tax-smart cash flow.

• On Tuesday, March 10 at 6 pm the topic will be “Make Your Money Last: Tax-Smart Retirement Planning.”
• On Tuesday, March 24 at 6 pm the topic will be “Protect Your Legacy: Legacy and Estate Taxes.”
• On Tuesday, March 31 at 6 pm the topic will be “The Elephant in the Room: Aging and Care.” 

Each session will last approximately one hour.

To Register

To register for any or all of the courses, email jragins@sofausa.org or call 563-223-8887.  No reservations will be taken at the library. 

The Society for Financial Awareness (SOFA) is a 501(c)(3) nonprofit organization dedicated to promoting financial literacy through free, educational workshops and seminars for companies, organizations, and communities. Founded in 1993, SOFA uses volunteer professionals—such as financial advisors, accountants, and attorneys—to teach topics like budgeting, retirement planning, and debt management, with a mission to provide no-cost, no-obligation financial education to the public to help them make confident, informed financial decisions. Their focus is strictly educational and does not involve direct sales during presentations. Speakers are vetted financial professionals.