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Company / Organization Account

Who should schedule a seminar?

Are you a part of a company or organization that could benefit from free educational workshops? Raise morale, satisfy your 404C Erisa requirement and/or provide free financial literacy to your group! Let us connect you to a speaker in your area today!

This is a free education account.

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Member Account

Who should sign up as a member?

Licensed professionals who want to give back to their communities. SOFA's members consist of Financial Advisors, Estate Planners, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Professionals.

This is a paid membership.

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