IronPoint Insurance Services has partnered with the Society of Financial Awareness (“SOFA”).  SOFA and IronPoint are natural partners that share the same objective of helping people better understand the complex financial environment we all navigate every day.

The SOFA is a 501c3 non-profit, educational speaker’s bureau, comprised of various professionals (financial, tax, insurance, real estate, mortgage, wellness, and estate planning) who provide overall financial education to various individuals and organizations. 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.  SOFA member do not sell products, rather, we provide a valuable FREE service for the benefit of the organizations we work with.

Our Seminars Cover Topics Such As….

Getting Fiscally Fit: Personal financial needs, including budgets, goals, the wise use of credit, savings and handling debt

Retirement Planning: Sources of retirement income (government/ employer pension plan, investments, social security) and pre-retirement strategies

Investments: Basics of successful investing and investment vehicles.

Insurance Principles: The value of the proper insurance foundation, risk transfer, and asset protection

Tax Planning: Formula for determining taxes and tax reduction strategies

Health Planning: Planning your health for significant financial impact. Add years, improve quality, and reduce financial hardship

Legal Lessons For Life: Ownership of property, avoiding probate, gifts to your children, and minimizing estate taxes

Issues of Real Estate: Purchasing and selling a home, financing, and investing in the real estate market

Refinancing: Guidelines for finding the right refinancing for you

                                                                                                                             and many more….

SOFA Offers Your Group

-Education

-Participation

-Motivation

How Participants Benefit

- Enjoy an entertaining, informative event

- Helpful worksheets question-and-answer session

- One-hour complimentary consultation for participants

- Morale is strengthened through group activity

- Participants gain greater understanding of financial Management

- A valuable member benefit is created

Given IronPoint Insurance call at (714) 389-9942 and ask for Scott Boren to see if SOFA is a good fit for your or organization.