Get ahead of that New Year’s Resolution by signing up now for our New Year, New You—2018 Financial Planning workshop. Thinking about your finances can be daunting, but we’ve crafted an evening designed to make tackling your 2018 goals easy—and fun!
You’ll start off the evening by enjoying gourmet bites and beverages before jumping into our 7-step checklist for taking ahold of your finances in 2018 (and beyond!). We’ll walk you through:
-Assessing & optimizing your current financial situation
-Investing toward future financial independence
-Committing to money hacks to keep you on track
-Kickstarting 2018 with $100 from SoFi toward investing
There will be time at the end of the presentation for Q&A. Don’t miss this opportunity to socialize with other SoFi members, learn and snag some new SoFi Swag. Plus, attendees have the opportunity to claim a $100 bonus deposit in an investment account managed by SoFi Wealth.*
*Terms and conditions apply. To receive the offer, you must: open a new SoFi Wealth LLC individual or joint taxable account through the signup URL you were given via mail. The offer applies to new accounts only. The offer is limited to one per person. The offer expires on January 31, 2018 at 5pm EST. Once conditions are met and account has been opened, you will receive $100 deposit within 10 business days. Bonus amounts of $600 or greater in a single calendar year may be reported to the Internal Revenue Service (IRS) as miscellaneous income to the recipient on Form 1099-MISC in the year received by applicable law. Recipient is responsible for any applicable federal, state or local taxes associated with receiving the bonus offer, consult your tax advisor to determine applicable tax consequences. SoFi reserves the right to change or terminate the offer at any time or without notice. Please refer to Form ADV Part II for additional disclosure information regarding related parties.