Member - Portland, OR
I wanted to give you an update on my experience with the Society for Financial Awareness and thank SOFA for their on-going dedication to financial literacy. In the eight months I have been actively involved with the organization I have had the opportunity to speak to a few hundred people at their place of business. What I have found has been eye opening, financial illiteracy is running rampant in our communities. People are not keeping budgets and tracking their expenses, they have no emergency fund, credit card debt is growing and investment assets are not diversified and well matched with their time horizon, objectives, and risk tolerance. But change is possible and the success stories are starting to come in one by one, a budget created, a credit card cut up, a strategy for debt elimination established, a portfolio re-balanced. Even though the responsibility of educating a community is huge I see the benefit of doing so and have shared in the ancillary benefit of gaining increased visibility as a financial professional. Being a part of SOFA is giving me the opportunity to give back to my community and improve my public speaking skills.
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