Jordan Soclof

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About

The Farther Focus Team partners with employee communities nationwide to make financial wellness accessible and engaging. Led by SVP Wealth Advisor Jordan Soclof, their mission is to help professionals—from early career to executive level—make smarter money decisions through no-cost, high-value financial education.

Services

  • Understanding Social Security — What Every Employee Should Know for the Future

    For many younger professionals, Social Security can feel distant or uncertain. This engaging 60-minute session helps Gen Z and Millennial employees understand how Social Security works today and why it still plays an important role in long-term financial planning. Participants will learn how Social Security benefits are calculated, how claiming strategies influence lifetime income, and how younger generations can incorporate Social Security expectations into a broader retirement strategy. The session helps demystify the program and provides practical insights for building a balanced long-term financial plan.

  • Equity Made Easy — A Gen Z & Millennial Guide to Stock Options, RSUs & ESPPs

    Stock options, RSUs, and ESPPs can feel confusing when you first encounter them, yet they can become one of the most powerful tools for building long-term wealth. This engaging 60-minute session breaks down how equity compensation works in a clear and approachable way for Gen Z and Millennial employees who want to better understand the financial opportunities tied to their compensation. Participants will learn how stock benefits work, how vesting events can impact taxes, and how to avoid concentration risk when company stock becomes a large portion of their portfolio. The session also explores how equity compensation fits into a broader financial plan, helping younger professionals build confidence as they begin navigating long-term wealth-building strategies.

  • Protect What Matters Most — Estate Planning & Legacy Essentials

    Estate planning is one of the most important steps in protecting both financial assets and loved ones. This foundational 60-minute session introduces the key components of estate planning, helping participants understand how wills, trusts, and beneficiary designations work together. Participants will explore how retirement accounts, pensions, and investment assets fit into an estate plan and learn strategies for ensuring their financial wishes are carried out effectively. The session provides clear, approachable guidance designed to help individuals protect what matters most and create a thoughtful financial legacy.

  • What Happens to Your 401(k) When You Change Jobs? — Navigating Rollovers with Confidence: Aligning Your 401(k) with Goals

    Career changes, layoffs, or transitions to new opportunities often raise important questions about what to do with existing retirement savings. This practical 60-minute session helps employees understand how to manage their 401(k) when leaving an employer and how to make informed decisions during career transitions. Participants will learn how 401(k) rollovers work, when it makes sense to consolidate retirement accounts, and how to avoid common mistakes that can impact long-term savings. The session provides clear, actionable guidance so employees can keep their retirement planning on track even during periods of career change.

  • Your Family, Your Future — Making Smart Pension Decisions for Long-Term Security

    For many parents and caregivers, financial planning is not only about personal retirement security but also about protecting the stability of the people who depend on them. This informative 60-minute session explores how pension benefits can support long-term financial stability for families. Participants will learn how pensions work, the key differences between lump-sum and annuity payout options, and how pension income can be coordinated with other retirement benefits. The session provides practical guidance to help caregivers make thoughtful decisions that support both their retirement future and their family’s financial well-being.

  • Tax Smart Before Retirement — Late-Career Strategies to Protect Your Wealth

    As retirement approaches, tax planning becomes increasingly important. This focused 60-minute session helps late-career professionals understand the tax strategies that can strengthen their retirement readiness and help protect the wealth they have spent decades building. Participants will explore strategies such as timing retirement withdrawals, managing taxes related to equity compensation, and using tools like Roth conversions and catch-up contributions. The session highlights how thoughtful tax planning before retirement can significantly impact long-term financial security and retirement income.