The Society for Financial Awareness

SOFA logo #2

Providing Financial Education across America, one Community at a time.

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 truly enjoy giving back and we wanted to do something more fulfilling than to donate money to various Charities.  One of the ways that we do this is through free informational Educational Workshops that are presented to our local Libraries, Companies, and Organizations.  These events are designed to Educate and help attendees understand and address a variety of financial topics and concerns.
Our #1 Goal is to assist individuals in taking charge of their personal finances.


Below are some of the many Seminar topics we present for our Educational Workshops

Business People Meeting and Working while Business Executive Lead Presenter Speaks to Group of Successful Technology Entrepreneurs. Consultant Advisor. Growth Training Lecture. Defocused Blurred
asset allocation

Asset Allocation & Modern Portfolio Theory

-Planning your investments against interest rate, inflation, and market risks

-Planning that you don't outlive your money

-Utilizing Asset Allocation to plan to meet your short, mid, and long term goals

-Putting the financial pieces in place

social security

Social Security Explained

-When does it start

-What is OASDI?

-Who is elegibleto receive retirement benefits

-What is Full Retirement Age & why is it so important?

-Spousal & Survivor benefits

-Key things to consider

Retirement savings. Elderly couple putting coin in piggybank, saving money at home

Strategies for a Sustainable Income in Retirement

-Establish retirement goals

-Estimating retirement income

-Tax advantaged savings vehicles

-Investment considerations

Estate planning worksheet

Estate Planning

-Distribution of estate, wills, and trusts

-Specific estate planning strategies

-The purpose of estate planning

-Avoiding probate

Dumbbells with a measuring tape and cash depicting financial wellness.

Getting Fiscally Fit

-Basic principles of cash management

-Roadblocks to financial success

-Accumulating wealth

-The importance of having a financial blueprint

-Locating & maximizing discretionary income

Human hand holding a burning 100 dollar bill

Financial Blunders-Lessons We Never Learn

-How to avoid losing up to 40% of your retirement plan on the day you walk away

-How naive we are in understanding the market…great opportunities, great risks

-How to "preserve" and "protect" our assets against a plunging market

-The bank: is it the place to "save" money?

Depressed Businessman Leaning His Head Below a Bad Stock Market Chart

Investment Concerns in a Fragile Market

-The U.S. Economy is heating up, learn how to grow your money wisely

-Why "down" markets create investment "opportunities" for the wise investor

-The "cash flow" eliminator, spending before planning is "terminal" to investing

-Do you know what you're doing when you invest?

Magnified ROTH IRA message on hundred dollar bills

Is a Roth IRA Right for You?

-How to reduce your Social Security income included as taxable income

-How to provide heirs with a lifetime of income tax‐free distribution

-Strategies to help reduce the impact of the conversion tax

-How to reduce your future income taxes

Portrait of attractive and serene mature woman

Women Approaching Retirement & Beyond

-Life insurance & Long Term Care insurance

-Planning for your retirement

-Women and money

-Divorce and widowhood

-Retirement planning

-Estate planning

-Risk management

Upcoming SOFA Workshops

  • Investment Concerns in a Fragile Market

    Sparta Library

    June 23rd, 2021

    7 pm

  • ID Theft

    Rose Memorial Library

    June 28th, 2021

    6:30 PM