The Society for Financial Awareness

society for financial awareness

The Society for Financial Awareness is a 501(c)(3) non-profit public benefit corporation.  Our mission is to provide financial education across America, one community at a time.  We truly enjoy giving back and we wanted to do something more fulfilling than to donate money to various Charities.  One of the ways that we do this is through free Society for Social Awareness informational Educational Workshops that are presented to our local Libraries, Companies, and Organizations.  These events are designed to Educate and help attendees understand and address a variety of financial topics and concerns.
Our #1 Goal is to assist individuals in taking charge of their personal finances.

TOPICS WE PRESENT

Below are some of the seminar topics we present for our Society for Social Awareness Educational Workshops

society for financial awareness asset allocation

Asset Allocation & Modern Portfolio Theory

-Planning your investments against interest rate, inflation, and market risks

-Planning so you don't outlive your money

-Utilizing Asset Allocation to plan to meet your goals

society for financial awareness social security

Social Security Explained

-When does it start

-What is OASDI?

-Who is eligible to receive retirement benefits

-What is Full Retirement Age & why is it so important?

-Spousal & Survivor benefits

-Key things to consider

society for financial awareness sustainable income

Strategies for a Sustainable Income in Retirement

-Establish retirement goals

-Estimating retirement income

-Tax advantaged savings vehicles

-Investment considerations

society for financial awareness estate planning

Estate Planning

-Distribution of estate, wills, and trusts

-Specific estate planning strategies

-The purpose of estate planning

-Avoiding probate

Depressed Businessman Leaning His Head Below a Bad Stock Market Chart

Investment Concerns in a Fragile Market

-Learn how to grow your money wisely

-Why "down" markets create investment "opportunities" for the wise investor

-The "cash flow" eliminator, spending before planning is "terminal" to investing

Portrait of attractive and serene mature woman

Women Approaching Retirement & Beyond

-Planning for your retirement

-Women and money

-Divorce and widowhood

-Estate planning

-Risk management

Upcoming SOFA Workshops

Which workshop(s) would you like to register for?

FAQ