Why SOFA U?

PURPOSE

SOFA's role is to interact with your Company, Place of Worship, Organization, connecting your participants with our Financial Professionals. We provide a Pro-Bono service, often solving (DOL) 404(c), at most Companies.

SOFA strives to ensure that its Workshop Participants increase their Financial Knowledge, while finding needed solutions to their own Individual Financial Issues


PROCESS

WE SERVE YOUR COMMUNITY

SOFA participates, CO-Hosts, in providing Your Company, Organization, Place of Worship a One-Hour Workshop. Often, a "Lunch-and-Learn". Our Speakers do not sell, do not charge any fees to your participants. Our Workshops are free of charge to your Company/Organization/Place of Worship. Often a Once-Per-Month Series is established, bringing in various Speakers, covering various Topics. The Workshops are fact filled, entertaining and often "Group Participatory".


PAYOFF

SOFA Offers Your Group:

    Generic Financial Education

    Satisfies ERISA (DOL) 404(c) Req.

    Lots of enjoyment!


If you are interested in becoming a member of SOFA and like educating the public or if you would like a SOFA member to visit your group please contact us at:

https://www.sofausa.org/contact

or Call us at (858) 268-7092