We are a 501(c)(3) non-profit organization that provides corporations, family
businesses and organizations with financial education through seminars and
workshops. Our 20 plus seminars cover a wide variety of topics meaningful to
everyone.
We offer these seminars at NO CHARGE. Your employees/family/members will
obtain useful information that will help them identify their financial needs. As an
employer, family business owner, or organizational leader you will be providing a
valuable, but yet NO COST SERVICE. As for us, we benefit by the exposure that
we gain in the community.
Our seminars are NOT SALES EVENTS. We do not endorse any specific products
nor companies. Our primary purpose is to provide generic financial education to the
community.
businesses and organizations with financial education through seminars and
workshops. Our 20 plus seminars cover a wide variety of topics meaningful to
everyone.
We offer these seminars at NO CHARGE. Your employees/family/members will
obtain useful information that will help them identify their financial needs. As an
employer, family business owner, or organizational leader you will be providing a
valuable, but yet NO COST SERVICE. As for us, we benefit by the exposure that
we gain in the community.
Our seminars are NOT SALES EVENTS. We do not endorse any specific products
nor companies. Our primary purpose is to provide generic financial education to the
community.
| About SOFA: |
The Society for Financial Awareness (SOFA) strives to create and
maintain a national presence of excellence through its membership.
It is our aim, it is our commitment to:
To this end, this is our mission.
maintain a national presence of excellence through its membership.
It is our aim, it is our commitment to:
- Eliminate Financial Illiteracy
- Enlighten the public through Financial Education
- Empower all individuals to take charge of their finances
- Embrace our communities by building relationships through trust,
integrity and public service
To this end, this is our mission.
| Our Mission Statement: |
Purpose
Most people are so busy with the day-to-day job of living they don’t have
time to acquire the financial education necessary to secure a wealthy and
prosperous future.
SOFA is a non-profit corporation, comprised of various financial
professionals (CPA’s, Estate Planning Attorneys, Financial Advisors,
Insurance Professionals, Realtors, Health and Wellness Experts, Mortgage
Brokers, and other specialized persons) who provide financial and health
education to various companies, family businesses and organizations.
All education programs are available at NO CHARGE to corporations,
family businesses and community groups for the advancement of financial
and health education.
Process
Our Seminars Cover Topics on....
Payoff
SOFA Offers Your Group
How Participants Benefit
How SOFA Benefits
Most people are so busy with the day-to-day job of living they don’t have
time to acquire the financial education necessary to secure a wealthy and
prosperous future.
SOFA is a non-profit corporation, comprised of various financial
professionals (CPA’s, Estate Planning Attorneys, Financial Advisors,
Insurance Professionals, Realtors, Health and Wellness Experts, Mortgage
Brokers, and other specialized persons) who provide financial and health
education to various companies, family businesses and organizations.
All education programs are available at NO CHARGE to corporations,
family businesses and community groups for the advancement of financial
and health education.
Process
Our Seminars Cover Topics on....
- Personal financial needs
- Sources of retirement income
- Investments
- Tax Planning
- Health and Wellness
- Legal Lessons For Life
- Real Estate
- Refinancing
- Wealth Transfer Planning
Payoff
SOFA Offers Your Group
- Education
- Participation
- Motivation
How Participants Benefit
- Enjoy an entertaining, informative event
- Helpful worksheets & question-answer session
- One-hour complimentary consultation for participants
- Morale is strengthened through group activity
- Participants gain greater understanding of financial management and
increased knowledge of health & wellness - A valuable member benefit is created
How SOFA Benefits
- Exposure in the community
- Eventual working relationship with some participants
| The Purpose - Process- Payoff : |
| It's all about education... |
The Society for Financial Awareness
A 501(c)3 Non-Profit Educational Speaker's Bureau
A 501(c)3 Non-Profit Educational Speaker's Bureau
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RC²
| Proprietary Information © 1993-2008 Society For Financial Awareness. Terms of Use |