Hosting a SOFA Seminar

A Society for Financial Awareness member will make contact with your organization by various means. Typically, it is by referral from someone who works with you as a friend, family member, employee or member of your organization. Our member, a local professional, will come out to have a short meeting with the key person in your office to present SOFA. It is our job at that point to make sure that you understand who we are, what we do, how we do it, and most importantly allow you to consider the value of SOFA to your company, family business or organization. We will leave some materials with you explaining SOFA and details about the topics and presentations we can provide. Later, our Seminar Coordinator will contact you for scheduling and follow-up. Below you will find an example of a typical engagement between SOFA and a hosting organization ("Sample Schedule" Word document*). It will show a diverse list of presentations, dates, speakers, location, and the key points of contact.

Just prior to a scheduled SOFA presentation at your location, our Coordinator will be in touch with you. We will provide assistance in publicizing your event in and around your company/ family business/organization.  See an example of the flyers we will send for the promotion of your seminar in the documents listed below. We will remain in touch with you in the days leading up to our presentation to make sure the SOFA seminar you are hosting is a success. Our presentations have been very well received over the years and will continue to be for the years to come. Finally, please see our some of our letters of recommendation by downloading our Love Letters PDF below.

To schedule a SOFA seminar today please call us at (800) 689-4851 or via e-mail at sofa@sofausa.org.