Society for Financial Awareness (SOFA)

The APG Matthews Location is proud to be associated with the Society for Financial Awareness (SOFA), a 501(c)3 not-for-profit educational speakers bureau.  Bill Romeo is the Charlotte-Matthews 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 an seminar at your work, place of worship or organization

704.708.5001