SOFA is a 501(c)3 Non-Profit Organization that has been providing FREE Financial Literacy Seminars to Employees and to the Public since 1993. We work with companies like Disney, NASA, FBI, Paychex, Lockheed Martin and thousands more. We also work with Local Libraries and Schools to provide free Education to the Public.
Would you like to build your own Financial Plan?
WHAT YOU GET WITH OUR WORKSHOPS
Generic Financial Education
Satisfies ERISA 404c requirements
We offer over 25 different topics
We guarantee no selling as a Non-Profit
We are SHRM Recertification providers
WHAT COMPANIES HAVE TO SAY ABOUT OUR SEMINARS
Todd Koenig, Pilot Recruiter
The team at JSX can't say enough about Mike Dyal and the entire SOFA organization for providing timely and relevant advice to our group on a variety of personal finance topics. From the very first conversation, the SOFA team took time to listen to our needs and helped us choose from a long list of topics those that would be most beneficial to us. Cue Mike Dyal, our presenter.
Mike is most professional and a leader who has extensive experience in the areas he coaches on. He takes the time to make the content relatable to the audience - even to the extent of building aviation-specific stories and anecdotes into his presentation. This makes complex topics engaging and easy to digest for a diverse audience. Mike would take extra time for Q&A to ensure every question was answered. In total, we've run four programs this past year and can't wait to put together our next one.
We're in the midst of a challenging economy and education on smart financial decisions is more important than ever. You will not be disappointed by the amount of care and attention SOFA puts forth. Many thanks to all who make these courses a huge win!
Karen Adams Active Health Event Coordinator
Dear Mr. Lumiqued: I would like to take this opportunity to thank you for your presentation to our office staff today. The topic, “First Time Home Buyers – Issues of Real Estate,” was well attended and feedback from the attendees was all very positive. Several small groups of employees continued conversations during break time amongst themselves. This was a good sign of learning in action.
The information was pertinent and might well have contributed to the employees’ financial ‘peace of mind’ in this challenging economy. Your willingness to share personal anecdotes to better explain each of the tips and strategies you addressed was a real plus. From “Tips Every First Time Buyer Should Know” to “Credit Scores and Debt Income” to “Mortgage Options and Types,” you covered all the basics, all the while engaging the participants with opportunities to ask questions relating to her or his own situation.
I believe I can speak for the staff in extending our thanks, once again, Mr. Lumiqued for your willingness to share your time and expertise. We’ve enjoyed meeting you and Ms. Morrison and will look forward to future SOFA presentations.
Joseph Rayball Jr., Field Operations Supervisor
United States Border Protection
I want to express my thanks and appreciation for providing our agents with a lively and beneficial seminar regarding personal finance. Your presentations were well received by all that attended. The younger agents of course will reap the most benefit from your knowledge and expertise. You proved that it is not late for some of us "old dogs" to learn a few new tricks before retirement. Your passion for this subject is clearly evident. You keep things lively and make all your presentations enjoyable and thought provoking.
You connect very well with our agents. Your understanding of our work environment helps give you instant credibility. You have obviously taken the time and interest to learn about us as a work force. This feeling of trust allows for a more open mind when it comes to developing a "financial plan".
Your presentations were down to earth and in layman terms. Your examples on the various work sheets were easy to follow and understand. The work sheets allow us to refresh our memories when necessary and plug in our own personal information. Your honesty and integrity are the intangibles that obviously differentiate you and Financial Solutions from so many others in this field.