(858) 268-7092
How You Benefit from Our Workshops
Companies and Organizations
There are many "perks" to attending a SOFA workshop. Attendees come away not only informed, but entertained, as well as inspired to take control of their personal finances. We provide helpful worksheets and handouts for the participants. Again, the morale of your people skyrockets! Your participants in these workshops will gain a greater understanding of their finances and will walk away with needed options of how to fulfill and solve their financial challenges... all while having an enjoyable hour!

Your people will gain three key benefits:
• The morale of your attendees often is dynamically raised.
• The hosting company/organization favorably positions themselves to their group by creating a "value-add" to their workshop attendees.
• By hosting SOFA workshops, with a variety of speakers and topics, your group is able to identify a possible needed resource (topic or speaker) to assist them in solving their own individual financial challenges.

Companies providing "non-proprietary" information (generic and non-sales) through SOFA workshops fulfill the Department of Labor's ERISA 404c Requirement!
Groups of Individuals
In contrast to the Company/Organization format, this second type of workshop is solely designed around individuals or groups, and are conducted on an "exclusive or invitation-only" basis. Often done in a public setting, i.e. libraries, places of worship, union halls, or restaurants. The main difference of this format, unlike the companies and organizations, is SOFA seldom creates an on-going series to the attendee. These workshops are usually “singular” in nature, often one topic delivered by one presenter.

As far as workshop benefits apply to the attendees, both formats apply:
• A feeling of confidence and empowerment is brought forth.
• The opportunity to enjoy an uplifting, fast paced, and informational hour continues to be achieved.
• A licensed professional, expert in their field, as the presenter sharing their knowledge and experiences.
• A 1-hour. fact filled, inspired talk directing the attendees to take charge of their personal financial challenges.
• Lastly, the opportunity provided to the seminar attendee to have a no obligation consultation, with the presenter, to discuss their personal financial affairs.
How We Conduct Our Seminars
The goal for a SOFA presentation is to provide engaging financial information to your participants (companies and organizations) or the same great presentations to our “invited only" guests. In either venue, our attendees can be assured our members have been taken through a vigorous and extensive SOFA training program with a strong emphasis on providing “content rich” information to our audience in an entertaining as well as informative manner. Again, our emphasis is empowering our attendees to take personal responsibility to their financial needs. The reality is, most attendees thirst for answers – common sense solutions – to their very own specific financial challenges. It is SOFA’s intent to be there providing these answers and creating value to all.

Since SOFA began, this time-proven format has created rave reviews and often has provided the opportunity for SOFA members to either be invited back by the host company/organization or for that presenter to do a repeat performance to other individuals and couples at different key locations.

An important element to SOFA presentations is having an experienced professional combining up-to-date information with current financial situations. This synergy provides the attendee with interesting, real life situations that often can be understood and embraced in the learning process. Acquiring that knowledge from a licensed professional, for that attendee, perhaps in their time of need, is SOFA’s winning formula for success.

Our promise to all our attendees is not to tease them with snippets of information, but to provide them an individualized, no obligation review with our speaker, if they choose. This added commitment often provides the needed follow through that the attendee longs for in their particular financial situation. This in turn takes away any opportunity for your company or organization to be put into the unfortunate position of providing financial advice.

By providing an ongoing seminar series, the opportunity for an entire slate of different individuals speaking on many different financial topics not only will provide a variety of topics but will create an atmosphere of different personalities speaking to your people. By combining different topics with different speakers, attendee satisfaction will usually occur.
Frequently Asked Questions
1. Who are the people behind SOFA?

SOFA is a 501(c)(3) non profit public benefit corporation made up of a diverse, professional membership. Our growing membership includes those who work as Attorneys, Financial Advisors, Investment and Insurance Professionals, Realtors, Health and Wellness Experts, and other specialized persons. SOFA members share a common belief that an educated public brings value, not just to the community but ultimately to our various professions through goodwill and understanding.

2. What, essentially, does SOFA do?

SOFA members go out into the community and speak from their professional knowledge, background, and experience. Typically, SOFA members either go to where your company or organization already gathers or they conduct individual workshops primarily on an "invitation only" basis. SOFA matches up the licensed professional with his or her topic of expertise, so that all attendees may prosper from the presentation.

3. How long has SOFA been in existence?

SOFA has been in existence since 1993. We have given thousands of presentations nationwide and continue to be invited back by our hosting organizations, or asked by many to repeat our presentations to our "invitation only" guests..

4. Where are SOFA seminars held?

Our individual "invitation only" seminars often are held at restaurants, hotels, and libraries. Our company or organization workshops usually are held at the host company or where the organization hold it's sessions or meetings.

5. SOFA must be selling something, what is it?

SOFA is selling our belief that all individuals not only should, but must, take control of their personal finances. It's their responsibility - not the company or organization. Our workshops are created for the attendee to become empowered, inspired to take control, find out more, use our seminar content, and possibly create a working relationship with any of our presenters. All of our work is at absolutely no obligation to any of our attendees and hosts. If attendees wish to take advantage of the opportunity to meet with one of our presenters, for a no obligation review, that option certainly is encouraged.

6. What does SOFA charge?

SOFA seminars are provided at no cost. We do not charge any fees.

7. If SOFA does not charge and isn't selling products, what’s in it for SOFA?

Our non profit is funded by the dues of our members and through philanthropy by inspired individuals, companies, and organizations who wish to make charitable donations to SOFA. Why are we doing this? Take a good look around America! Our schools do not provide financial literacy as a requirement or core curriculum. Our mounting debt in student loans, credit cards, and automobiles is skyrocketing. Divorces over "money issues" are increasing. While the issues continue, the results of continued financial literacy grow everyday! What in it for us? Various things:
• A gratitude in "giving back" to people who need our program, our content, our mission, and our presenters.
• An opportunity to possibly, on a first hand basis, step up and be available for the many Americans who have no idea where to go, or who to see for their financial needs.
• The experience of being part of a much needed "movement" bringing "into the light" help and financial assistance by providing to our attendees the answers to their needs and solutions to their financial issues.