A financial advisor at Total Living Plan in Arizona, Jerry Guttman leverages more than 30 years of experience in the finance industry to advise clients about financial, estate, and tax planning matters. Active in the professional community, Jerry Guttman is a member of the Society of Financial Awareness (SOFA), through which he has conducted several financial seminars on behalf of the organization.
A nonprofit corporation, SOFA provides financial education to the public. This education is provided by the corporation’s members, including professionals such as estate planning attorneys, financial advisors, and credit counselors. Offered in the form of workshops and seminars, SOFA programs focus on serving three basic groups: seminar attendees, hosting companies and organizations, and SOFA members and presenters.
For seminar attendees, SOFA’s workshops present accurate information about key financial concepts in a fast-paced and uplifting environment. Each seminar is conducted by a licensed professional, thus ensuring attendees feel more confident and empowered about their financial knowledge after the event. Meanwhile, the hosting company or organization gains the ability to gain valuable knowledge and wisdom from the SOFA presenter, in addition to positioning themselves as a value-adding organization in the field.
Finally, SOFA members and presenters benefit from these events by gaining more public exposure that can bring them in additional business. Their position can help form new working relationships with attendees and other professionals while enjoying the positive feelings tied to the concept of giving back to their community.
A nonprofit corporation, SOFA provides financial education to the public. This education is provided by the corporation’s members, including professionals such as estate planning attorneys, financial advisors, and credit counselors. Offered in the form of workshops and seminars, SOFA programs focus on serving three basic groups: seminar attendees, hosting companies and organizations, and SOFA members and presenters.
For seminar attendees, SOFA’s workshops present accurate information about key financial concepts in a fast-paced and uplifting environment. Each seminar is conducted by a licensed professional, thus ensuring attendees feel more confident and empowered about their financial knowledge after the event. Meanwhile, the hosting company or organization gains the ability to gain valuable knowledge and wisdom from the SOFA presenter, in addition to positioning themselves as a value-adding organization in the field.
Finally, SOFA members and presenters benefit from these events by gaining more public exposure that can bring them in additional business. Their position can help form new working relationships with attendees and other professionals while enjoying the positive feelings tied to the concept of giving back to their community.
