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What we do

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Live Educational Seminars
for Public Employees
(State, Local & Federal)

Calling all DRS members! Are you ready to take control of your financial future and plan for a secure retirement? Look no further than SOFA Tacoma. We offer free live, in-person seminars in the South Puget Sound area specifically designed for educators like you.

 

Our seminars are completely free and focused solely on increasing your financial literacy without any sales pitches. Join us to gain valuable insights and tools to ensure a brighter tomorrow. Take the first step towards financial empowerment today with SOFA Tacoma.

 

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Free On-site Financial Wellness Workshops for your employees

Empower your staff financially with our free, interactive seminars tailored to your company, organization, or place of worship.

 

Financially literate employees make better decisions, reducing stress and increasing productivity. Our inspiring, no-selling workshops strengthen morale, embolden participants with knowledge, and satisfy ERISA 404(c) requirements. We come to you, providing educational experiences that pay dividends through increased financial confidence and security.   

 

To learn more, please schedule a free introductory call

Professional Attending a Seminar

SOFA TACOMA

 

Tacoma / Gig Harbor WA Chapter

The Society for Financial Awareness

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SOFA Speaker - Marie Ostlund

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4115 D Bridgeport Way West

University Place, WA 98466

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CONTACT US

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.

Marie Ostlund is a Registered Representative of, and offers securities through, World Equity Group, Inc., member FINRA and SIPC Ostlund Wealth is not owned or controlled by World Equity Group, Inc. Marie is not employed by, affiliated with, or endorsed by TIAA, the Washington State Department of Retirement Systems or any other Federal or state governmental agency.

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Website designed by Sugarbird Marketing

QUICK LINKS

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About SOFA Tacoma

Meet Marie Ostlund

Financial Wellness Workshops

Live Seminars for Educators

Live Events

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