Who We Work With

With an emphasis on helping retirees and pre-retirees prepare for and navigate retirement with confidence, our specialists strive to ensure our workshops serve your community by providing relevant and informative financial knowledge. We regularly partner with:

  • Individuals
  • Companies
  • Government Agencies
  • Senior Centers
  • Organizations, such as local Service Clubs and Non-Profits
  • Public Libraries
  • Places of Worship
A retired elderly couple embracing and smiling at each other

The financial literacy gap in America is widening

Financial literacy rates in the US average around 50%.1

49%

of workers report that debt hinders their ability to save for retirement

Source: (MarketWatch)

1 in 3

Americans lack the savings to cover a $400 emergency

Source: (The Fed)

39%

of US adults have tried planning for retirement.

Source: (FINRA)

We’re built for impact, not profit.

As financial decisions become more complex, access to clear, trustworthy education has never been more important. The right knowledge at the right time can change the trajectory of your future.

Everything we do is rooted in our mission to make meaningful financial education accessible to every community we serve.

Our ERISA (DOL) 404(c) compliant workshops are provided completely free of charge to remove the barriers around financial knowledge and help build a stronger future.

How to Get Started

People attending a workshop and listening attentively

Step 1

Register for a Workshop

Choose the financial education workshop that best fits your interests and complete the registration form. Once your information has been submitted, your registration request will be reviewed.

Step 2

Your Seat is Reserved

Your registration will be reviewed, and you will receive an email confirming whether a seat has been reserved for you. If your registration is successful, the email will include your workshop details, important instructions, and any next steps to help you prepare. If a seat is not available, the email will explain the next steps, such as being placed on a waitlist (if applicable) or being notified of future workshop opportunities.

Workshop attendees taking notes on their notepad
An audience listening to a seminar

Step 3

Attend the Financial Workshop

Join the workshop on the scheduled date and gain practical insights from experienced financial professionals. You will learn strategies, ask questions, and participate in discussions designed to strengthen your financial knowledge.

Step 4

Make Informed Financial Decisions

Apply what you've learned to make more confident and informed financial decisions. With a stronger understanding of key financial concepts, you'll be better equipped to plan for your future and work toward your long-term financial goals.

A woman writing in her notepad with cash in the other hand and a calculator at the desk

Ready to get started?

See our upcoming workshops

Exploring Your Options for a Quality Retirement
July 14, 2026 - SOFA Test Website

Please be our guest if your are looking at your options at distribution time from a company retirement plan.

Read more

Is a ROTH IRA Right for You?
July 14, 2026 - SOFA Test Website

Please be our guest if you are interested to learn about ROTH IRA.

Read more

Understanding Different Retirement Strategies
July 5, 2026 - SOFA Test Website

Join us for a relaxing evening of expert retirement insights and fine dining. Retirement is different today than it has been for previous generations and will continue to change. Because of these changes, it is imperative for you to get a professional opinion on your retirement to help you prepare for your plans and dream.

Read more

Have Questions?

No. Our educational workshops are complimentary to attend. They are offered as a community service to help individuals and families better understand important financial topics before making major decisions.

SOFA workshops are presented by financial professionals who are experienced in educating the public on topics such as retirement planning, Social Security, taxes, estate planning, Medicare, investment risk, and income strategies. Speakers are selected for their knowledge, professionalism, and ability to explain financial concepts in a clear and approachable way.

No. These workshops are designed to be educational, not sales-focused. The goal is to provide useful information, answer common questions, and help attendees better understand their options. There is no obligation to purchase anything or schedule a follow-up appointment.

Each workshop focuses on practical financial topics that may impact your retirement, income, taxes, investments, and long-term planning. Depending on the workshop, you may learn about Social Security strategies, retirement income planning, tax-efficient investing, market risk, estate planning basics, Medicare considerations, and ways to avoid common financial mistakes.

Signing up is simple. Choose the workshop date and location that works best for you, complete the registration form, and reserve your seat. Because seating may be limited, we recommend registering in advance.

Financial decisions can have a lasting impact on your retirement and your family’s future. Attending a complimentary workshop gives you the opportunity to learn in a comfortable, no-pressure setting, ask questions, and gain clarity on important topics. It is a simple step toward feeling more informed, prepared, and confident about your financial future.

People attending a workshop and taking notes

Disclosures

1 Based on a study from 2024 (Meineke, Michelle. “Can You Answer These 3 Questions about Your Finances? The Majority of US Adults Cannot.” World Economic Forum, 24 Apr. 2024, www.weforum.org/stories/2024/04/financial-literacy-money-education/.)