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SOFA Chicago
Providing Financial Education Across America, One Community at a Time

Call Today to Bring Education to Your Organization     (708) 497-9830

Seminar Topics We Present

Asset Allocation & Modern Portfolio Theory

College Planning

Estate Planning

Financial Blunders – Lessons We Never Learn

First Time Home Buyers - Issues of Real Estate

Getting Fiscally Fit

Getting Your Financial House in Order

How to Buy Foreclosures & Short Sales

How to Increase Your Health and Wellness

I.D. Theft

Investing Basics for Women

Investment Concerns in a Fragile Market

Is a Roth IRA Right for You

Legal Lessons for Life

Life Insurance and You

Maximizing the Right Mortgage Strategies in Today's Market

Preparing for Long Term Care

Real Money - Real Estate

Refinancing Your Mortgage 101

Reverse Mortgages

Roth IRA - America's Next New Tax Break

Social Security Explained

Strategies for a Sustainable Income in Retirement

Stress and Your Health

Taking Control of Your Cash - Eliminating Debt

Tax Planning

The U.S. Housing Crisis

Understanding 401K Rollovers

Understanding Critical Disability Issues

Women Approaching Retirement and Beyond

You and Your Credit Score

Get the Medicare Facts
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