Non-Profit Financial Literacy Education

Mark Timmick is proud to be a member of The Society for Financial Awareness (SOFA), a 501(c)3 not-for-profit educational speakers' bureau. Mark is President of the Howard County, MD Chapter. SOFA's members are comprised of professionals in financial, tax, real estate, mortgage, wellness, and estate planning that share a common desire to advance the level of financial literacy for the public at large. There is so much to be learned that is never taught in school and SOFA provides the platform from which to make this information readily available. SOFA provides this service by offering free on-site educational programs to businesses, government agencies, religious organizations and other private groups. SOFA also conducts seminars for the general public.

Through workshops and seminars, SOFA teaches people the critical information needed to make good financial decisions so they can prepare for and enjoy a successful financial future. Our workshops help people to become aware of risk management, saving and investment strategies, tax savings techniques, and much more. Each workshop is customized to assist individuals in identifying and addressing their individual financial planning needs. And all SOFA education programs are offered at no charge.

Seminar/Workshop topics include (but are not limited to) the following:

  • Getting Fiscally Fit
  • Savvy Social Security Planning
  • Retirement Health Care 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
  • College Financial Planning
  • Laboring Over Long Term Care Insurance
  • Investing Basics for Women
  • Understanding 401k Rollovers
  • How to Increase Your Health and Wellness 
  • Real Money - Real Estate
  • Mortgage Refinancing
  • Examining Estate Planning
  • Legal Lessons for Life
  • First Time Home Buyers - Issues of Real Estate
  • You and Your Credit Score
  • Maximizing the Right Mortgage - Strategies for Today’s Market


SOFA aims to maintain a national presence of excellence through its membership with the goal and mission 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 US ABOUT HOSTING A WORKSHOP OR SEMINAR PROGRAM TO BENEFIT THE PEOPLE IN YOUR ORGANIZATION!


For more information about The Society for Financial Awareness, visit our website at www.SOFAUSA.org