(858) 268-7092
Locate a Speaker
Corey Cyr
1777 Tamiami Trail Ste 101
Port Charlotte, FL 33948
Profession:
Estate Planning, Financial, Insurance, Other
Workshops Offered:
Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>