The goal for a SOFA presentation is to provide engaging financial information to your participants (companies and organizations) or the same great presentations to our “invited only" guests. In either venue, our attendees can be assured our members have been taken through a vigorous and extensive SOFA training program with a strong emphasis on providing “content rich” information to our audience in an entertaining as well as informative manner. Again, our emphasis is empowering our attendees to take personal responsibility to their financial needs. 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 providing these answers and creating value to all.

Since SOFA began, this time-proven format has created rave reviews and often has provided the opportunity for SOFA members to either be invited back by the host company/organization or for that presenter to do a repeat performance to other individuals and couples at different key locations.

An important element to SOFA presentations is having an experienced professional combining up-to-date information with current financial situations. 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.

Our promise to all our attendees is not to tease them with snippets of information, but to provide them an individualized, no obligation review with our speaker, if they choose. This added commitment often provides the needed follow through that the attendee longs for in their particular financial situation. This in turn takes away any opportunity for your company or organization to be put into the unfortunate position of providing financial advice.

By providing an ongoing seminar series, the opportunity for an entire slate of different individuals speaking on many different financial topics not only will provide a variety of topics but will create an atmosphere of different personalities speaking to your people. By combining different topics with different speakers, attendee satisfaction will usually occur.