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Our #1 Goal

The SOFA Experience

To assist individuals, companies & organizations in taking charge of their finances through our free educational workshops

Last year we served

People attending a workshop

1125 People

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855 Retirees

Communities of people

6 Communities

Tampa Bay Area icon

80% Tampa Bay Area

Why Choose SOFA

Eliminating financial illiteracy through consistent, unbiased education in America.

Free Workshops
Guarantee No Selling
Experienced Professionals
Recertification Providers

Financial Education Made Simple

Led by experienced professionals

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Retirement Planning

Plan your future with confidence.

See Our Retirement Planning Workshops
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Estate Planning

Protect what matters most.

See Our Estate Planning Workshops
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Real Estate

Build wealth through property.

See Our Real Estate Workshops
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Medicare & Health Care

Navigate healthcare with clarity.

See Our Medicare & Health Care Workshops
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Tax Planning

Understand new tax laws and learn top 5 tax mitigation strategies

See Our Tax Planning Workshops

Upcoming Workshops

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.

Upcoming Events

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Understanding 401K Rollovers

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Sustainable Income in Retirement

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ROTH IRA – America’s Next New Tax Break

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Your Questions Answered

Our workshops are designed for people who want to make better financial decisions with more confidence and less confusion.

They are especially helpful for people nearing retirement who want to understand income planning, taxes, Social Security, Medicare, investments, and estate planning.

Retirees who want to protect what they have built and make their money last.

Families who feel overwhelmed by financial decisions and want clear, practical education.

Professionals and business owners who want to better understand tax planning, retirement strategies, and long-term wealth preservation.

Anyone who wants financial education without pressure, sales tactics, or confusing jargon.

Whether you are just starting to plan or already retired, these workshops are built to help you ask better questions, understand your options, and avoid common financial mistakes.

Our focus is education first.

These workshops are complimentary and designed to provide clear, useful information in a comfortable setting. The goal is not to overwhelm you with products or technical language. The goal is to help you understand the financial topics that may impact your future.

We cover real-life planning issues such as retirement income, taxes, market risk, Social Security, Medicare, long-term care, estate planning, and strategies for protecting your savings.

You will leave with practical knowledge you can use.

The Society for Financial Awareness is committed to helping individuals and families become more informed about important financial topics.

Our workshops are built around education, transparency, and community service. We believe people make better decisions when they have access to clear information and a place where they can ask questions openly.

What makes this experience valuable is that it is:

Complimentary to attend.

Educational, not sales-focused.

Designed for real-world retirement and financial planning concerns.

Presented in a clear, approachable way.

Built to help you understand your choices before making important decisions.

Choosing to attend one of our workshops gives you the opportunity to learn, ask questions, and gain perspective in a no-pressure environment. It is a simple first step toward becoming more confident and prepared for your financial future.

Ready to get started?

See Our Workshops