Workshops and Seminars for Financial Wellness
Welcome to SOFA Tacoma, where we're dedicated to guiding employers and individuals in the south Puget Sound area toward financial empowerment and retirement readiness. In today's uncertain world, being financially literate isn't just about wealth accumulation; it's about finding peace of mind and the freedom to shape our futures.
WHO WE SERVE​
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Private And Public Employer Groups
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Educators/ Colleges
MEET YOUR SOFA TACOMA SPEAKER
Marie Ostlund
Since 1994, Marie Ostlund has pursued a singular mission: helping individuals, families, women, and employees develop lasting retirement income streams to ensure their "golden years" truly shine. With expertise and dedication, she guides clients in building a secure financial future, transforming their hard-earned savings into a dependable stream of income for the retirement they deserve.
OUR MISSION IS TO END FINANCIAL ILLITERACY ACROSS AMERICA, ONE COMMUNITY AT A TIME
SOFA is a 501(c)(3) nonprofit public benefit corporation and has been in existence since 1993 and funded by the dues of our members and through philanthropy by inspired individuals, companies, and organizations who wish to make charitable donations.​
Our organization is 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 seminars are provided at no cost. We do not charge any fees. All our work is at absolutely no obligation to any of our attendees and hosts.