The Society for Financial Awareness

society for financial awareness

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 Society for Social Awareness 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 seminar topics we present for our Society for Social Awareness Educational Workshops

society for financial awareness overview
society for financial awareness 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

society for financial awareness 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

society for financial awareness sustainable income

Strategies for a Sustainable Income in Retirement

-Establish retirement goals

-Estimating retirement income

-Tax advantaged savings vehicles

-Investment considerations

society for financial awareness estate planning

Estate Planning

-Distribution of estate, wills, and trusts

-Specific estate planning strategies

-The purpose of estate planning

-Avoiding probate

society for financial awareness getting fit

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

society for financial awareness lessons learned

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

Retiring after the coronavirus

September 9th, 2021


Virtual event

Social Security explained

September 22nd, 2021


Virtual event

Strategies for a sustainable income in retirement

October 6th, 2021


Virtual event

Asset allocation & modern portfolio theory

October 20th, 2021


Virtual event

Investing basics for women

November 10th, 2021


Virtual event

I.D. Theft

November 17th, 2021


Virtual event

Investment concerns in a fragile market

December 1st, 2021


Virtual event

Estate planning

December 15th, 2021


Virtual event

Which workshop(s) would you like to register for?