THE SOCIETY FOR FINANCIAL AWARENESS

THE SOCIETY FOR FINANCIAL AWARENESS33-0700097STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSOBJECTIVES AND PURPOSES: THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE:A. TO ESTABLISH A SPEAKERS BUREAU THAT WILL PROVIDE KNOWLEDGEABLE PROFESSIONAL SPEAKERS (FINANCIAL PLANNERS, ACCOUNTANTS, TRUST OFFICERS AND ATTORNEYS) WHO WILL DONATE THEIR TIME AND SERVICE TO PROVIDE FINANCIAL EDUCATION TO INDIVIDUALS AND FAMILIES.B. TO ESTABLISH PROGRAMS THROUGH AREA CHURCHES, TEMPLES AND SYNAGOGUES WHEREBY VOLUNTEERS WILL BE ENLISTED TO WORK WITH VARIOUS GROUPS OF THE CHURCH (SENIOR CITIZENS, YOUNG COUPLES, ETC.) TO ASSIST THEM WITH THEIR FINANCIAL CONCERNS.C. TO ASSIST SENIOR CITIZEN CENTERS IN THE COMMUNITY IN CONDUCTING WORKSHOPS FOR THEIR MEMBERS IN LONG-TERM HEALTH CARE CONCERNS.D. TO CONDUCT SEMINARS AND PREPARE AND DISSEMINATE PUBLICATIONS DESIGNED TO EDUCATE THE GENERAL PUBLIC ABOUT ASSET ALLOCATION, CASH MANAGEMENT, RETIREMENT PLANNING, INVESTMENT PLANNING AND ESTEATE PLANNING.E. TO ASSIST LOW-INCOME FAMILIES TO OBTAIN THE INFORMATION AND EDUCATION NECESSARY TO PREPARE AND FILE THEIR OWN FEDERAL AND STATE TAX RETURNS EACH YEAR.THROUGH WORKSHOPS AND SEMINARS PRESENTED THROUGHOUT THE UNITED STATES, THE SOCIETY FOR FINANCIAL AWARENESS (SOFA) HAS BEEN HELPING INDIVIDUALS ACQUIRE FINANCIAL EDUCATION TO HELP THEM ACHIEVE SUCCESS IN PLANNING FOR THEIR FUTURE. THROUGH THESE EFFORTSS, SOFA HAS HELPED PEOPLE BECOME AWARE OF RISK MANAGEMENT, INVESTMENT OPPORTUNITIES AND TAX SAVINGS. EACH WORKSHOP IS CUSTOMIZED TO ASSIST INDIVIDUALS IN IDENTIFYING AND QUALIFYING HIS OR HER PERSONAL AND FAMILY FINANCIAL PLANNING NEEDS. ALL SOFA EDUCATION PROGRAMS ARE AVAILABLE AT NO CHARGE TO CORPORATE AND COMMUNITY GROUPS FOR THE ADVANCEMENT OF FINANCIAL EDUCATION.