Who We Are
The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities.
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One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.
What We Do
Our SOFA members, utilizing their credentials and personal qualifications, donate time in the community conducting no-cost, no obligation financial seminar workshops to individuals, companies, and organizations. Our seminars satisfy the Department of Labor's ERISA 404(c) Requirement for companies offering any type of defined contribution pension plan to employees.
We provide a wide range of enriching financial topics which have included: "Getting Fiscally Fit", "Financial Blunders", "Exploring Your Options for a Quality Retirement", to "Solving Debt", "College Planning", and many others. This "continuing" series format is designed for the yearning learning seminar attendee.
How We Do It
SOFA provides multiple avenues for consumers to experience a SOFA seminar and engage the services of our SOFA members. SOFA's format is presented in two easy to administer scenarios:
A) One choice is, many of our workshops offer a "lunch and learn" format, usually presented at companies and organizations.
B) The other method is when our members choose a lunch or dinner seminar format that they elect to promote, sponsor, provide food/refreshments, and any and all costs associated with marketing the workshops to the invited attendees.
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