Join Us for an Educational Retirement Planning Course

The Six Key Steps To Retirement Today

Modern-day financial planning to help grow & protect your assets, reduce taxes, and secure your legacy.

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Steps2Retirement consists of 2 consecutive sessions designed for those in the early stages of retirement or those about to retire. This series will look at topics that can be challenging during retirement such as asset risk, retirement income, taxes, Social Security, estate planning and many others.


An educational course designed to provide you with timely retirement planning guidance.

What You’ll Learn

  • Key Retirement Foundations – Proper expectations, shifts in retirement thinking, important dates to plan for, and options for sound advice
  • New legislation and how it can impact your retirement and legacy planning
  • The 7 Biggest Risks in Retirement, and how you can potentially avoid them
  • Strategies to help maximize your Social Security benefits and boost your income
  • The 6 Fundamental Principles to Investing and proper asset allocation during retirement
  • Healthcare Needs – Understanding the ABCD’s of Medicare and considerations for long-term care
  • Tools and strategies to generate steady retirement income that you won’t outlive
  • Implications of new tax laws and how to potentially reduce your tax burden in retirement
  • Understanding Wills vs. Trusts, how to avoid probate, and the importance of a power of attorney
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FREE Course Registration Includes:

  • Steps2Retirement course registration, plus a FREE guest
  • 224-page interactive workbook
  • Comprehensive checklist for key retirement dates and to-do's
  • Budget planning worksheet
  • 2021 Tax Planning Guide
  • Getting Your Financial House in Order Guide
  • Getting Your Estate in Order Guide
  • Complimentary personal strategy session

About Your Instructor

Ross Wolf

Your instructor for this workshop will be Ross Wolf, President of the Bellevue Chapter of SOFA. Ross brings over 30 years of experience in the financial planning industry, and specializes in retirement, investment, tax and estate planning, wealth preservation, and family legacy planning. He is a firm believer that "knowledge is power" and has educated thousands of Washington residents on the most the important financial planning topics as they navigate some life's most challenging decisions.

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Frequently Asked Questions

What is Steps2Retirement?
Steps2Retirement is a nationally-recognized financial education course taught by licensed financial professionals. Class instruction is held at universities and community colleges nationwide, with a mission to provide research-based, unbiased education to those in or planning for retirement.
Who should attend a Steps2Retirement educational course?
The curriculum covered in the Steps2Retirement course is best-suited for those planning for or in the early stages of retirement.
Are there any education prerequisites? Do I need a college degree to attend?
No. While most Steps2Retirement courses are taught at universities and community colleges nationwide, students are not required to have any level of college experience.
Is this a course being offered by the college?
While some Steps2Retirement classes are sponsored by a university of community college, they are not part of the semester-long class schedule. The course consists of 2 individual class sessions only.
Will I be sold anything?
Absolutely not. The Steps2Retirement course is strictly educational and selling of any kind is prohibited. You may, at your own discretion, decide to pursue your course instructor for further assistance in any area of financial and retirement planning.
Is Steps2Retirement affiliated with any government agency?
No, Steps2Retirement is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.
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Not affiliated with or approved, endorsed, or authorized by the Social Security Administration, the Centers for Medicare and Medicaid Services or any other government agency. 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. SOFA and the above firms are not related. Advisory services offered through Pacific Financial Advisors, Inc., a Washington State Registered Investment Advisory firm.