The goal for a SOFA presentation is to provide engaging financial content to individuals, associations, or employees of companies or organizations, free of charge. Attendees of these educational presentations can be assured the presenters have been taken through a vigorous and extensive SOFA training program with a strong emphasis on providing “content rich” information in an entertaining as well as informative manner. Again, the emphasis is on empowering attendees to gain and/or maintain control of their finances. The reality is, most attendees thirst for answers – common sense solutions – to their very own specific financial challenges. It is SOFA’s intent to be there, cutting through the “noise”, to provide these answers and create value to all.

Since SOFA began in 1993, this format continues to provide the opportunity for SOFA members to be invited back by the host company/organization and build long-lasting relationships. In addition, those same companies have also invited us to do a repeat performance to other employee groups at different locations.

An important element to SOFA presentations is having an experienced professional combining up-to-date information with current financial planning concepts and strategies. This synergy provides the attendee with interesting, real life situations that often can be understood and embraced in the learning process. Acquiring that knowledge from a licensed professional, for that attendee, perhaps in their time of need, is SOFA’s winning formula for success.

SOFA's promise to all our attendees is not to tease them with snippets of information, but to provide them with a free, individualized, no obligation review with the presenter in a private setting of their preference, should they choose.  Options to conduct this meeting with the presenter include in-person, Zoom virtual meeting, or the telephone. This added commitment often provides the needed follow through that the attendee desires to optimize their particular financial situation. This, in turn, eliminates the need for organizations to provide financial guidance, while satisfying the organization's annual 404(c) obligation.