I have had the pleasure of working with Kurt Hemry, President of the Greater Portland Chapter of the Society for Financial Awareness (SOFA), a non-profit educational speakers bureau. We partnered with SOFA to hold a number of free, one hour lunch and learn seminars for our employees which were presented by Mr. Hemry.
The SOFA seminar choices include a broad range of financial topics that are of interest to people with varying degrees of financial knowledge. Our employees found the seminars to include information on financial issues commonly faced and found them to be interesting and relevant. A number of employees chose to schedule a free personal consultation to receive more personalized information. There were no references to any particular products or services, or the sense that a personal consultation was expected.
We appreciate SOFA for making this financial education available to us.