Retirement University
Thursday, August 20, 2026 · 6:30 PM CDT · Bettendorf Public Library · Bettendorf, IA
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About this event
In this FREE seminar, we’ll explore Social Security, retirement income, and tax planning basics to help you discover the peace of mind that comes with feeling secure in your retirement plan. This seminar is brought to you in partnership with The Society of Financial Awareness (SOFA). Join us at Retirement University! To register or for questions, contact Julie Duran of SOFA at (708) 221-7012 or jduran@sofausa.org. Registration is required. Topics to be covered include: Understanding how new Social Security rules effective January 2025 could impact your benefit Discover how Required Minimum Distributions (RMD's) affect your retirement income and taxes Learn how Roth conversions and smart tax planning can help maximize your income each year Explore how different retirement accounts and investments can reduce your overall tax burden See why creating a structured income plan is essential for long-term retirement success