SOFA is qualified by the Internal Revenue Service as a 501(c)(3) non profit entity. SOFA's seminars have specific compliance standards and disclaimers to properly uphold the authenticity of our organization.


All SOFA presentations are strictly educational and informative. Our presentations mostly contain "topic-specific" content, presented by licensed professionals. All SOFA presentations educate, inform, and hopefully inspire the audience to take control of their financial future.


SOFA, the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop; all other endorsements are non SOFA related.


To remain legitimate in our 501(c)(3) non profit government issued organization, SOFA members are required to submit all appointment and seminar activity to SOFA HQ.