Jacob E.
10/19/2022
My company set up our department with a free workshop for financial literacy with a SOFA guy. Can definitely say I learned a good amount about finance, and I didn't feel like there was any 'catch'...
Society for Financial Awareness
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3655 Ruffin Rd Ste 230
San Diego, CA 92123
The Society for Financial Awareness (SOFA) is a 501(c)(3) nonprofit organization dedicated to providing financial education across America, one community at a time. Founded in 1993, SOFA comprises a diverse group of professionals, including financial advisors, attorneys, and wellness practitioners, who conduct no-cost seminars to help attendees navigate various financial topics and concerns.
SOFA members utilize their expertise to offer community workshops that meet the Department of Labor's ERISA 404(c) requirements for defined contribution pension plans. These engaging seminars cover a broad range of topics, including retirement planning, debt management, and college funding, ensuring that attendees receive valuable and relevant financial guidance.
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