The APG Newtown Location is proud to be associated with the Society for Financial Awareness (SOFA), a 501(c)3 not-for-profit educational speakers bureau. Jeff Beyer is the Bucks County Local Chapter President. SOFA's speaker’s bureau is comprised of professionals (financial, tax, real estate, mortgage, wellness, and estate planning) to provide overall financial education to various individuals and organizations (Profit and non-profit) and to help employers meet their ERISA 404(c) requirements at no charge to them.
Through workshops and seminars, SOFA introduces keys to a successful and wealthy future. Workshops also help people to become aware of risk management, investment opportunities, and tax savings. Each workshop is customized to assist individuals in identifying and qualifying his/her personal and family financial planning needs. All education programs are available at NO CHARGE to corporate and community groups for the advancement of financial education.
Seminar/Workshop Topics Inlude (but are not limited to the following:
Getting Fiscally Fit
College Planning
Exploring Your Options for a Quality Retirement
Investment Concerns in a Fragile Market
Financial Blunders - Lessons We Never Learn
Asset Allocation & Modern Portfolio Theory
Women Approaching Retirement and Beyond
Long Term Care Insurance
Investing Basics for Women
Understanding 401k Rollovers
How to Increase Your Health and wellness
Real Money - Real Estate
Refinancing
Estate Planning
Legal Lessons for Life
First Time Home Buyers - Issues of Real Estate
You and Your Credit Score
Maximizing the Right Mortgage-Strategies in Today’s Market
SOFA's mission is to create and maintain a national presence of excellence through its membership. It is our aim and our commitment to:
Eliminate financial illiteracy
Enlighten the public through financial education
Empower all individuals to take charge of their finances
Embrace our communities by building relationships through trust, integrity and public service.
Call our office today to schedule a seminar at your work, place of worship or organization
