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SOFA is a 501(c)3 Non-Profit Organization that has been providing FREE Financial Literacy Seminars to Employees and to the Public since 1993. We work with local companies like University of Chicago, IMSA, Turning Pointe Autism Foundation, Federal Home Loan Bank and many more. We also work with Local Libraries and Schools to provide free Education to the Public.

The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations.

Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.

About SOFA Illinois

greg-kurinec-picture

Gregory J Kurinec, CFP®

Ever since embarking on his journey as a financial professional, Greg knew he wanted to find a way to give back using the knowledge and experience that he has gained.  Working together with SOFA has allowed him to follow through with this passion.

Greg has had the privilege to speak in front of several groups and organizations.  His topics focus on putting together a well defined financial plan to help people achieve their retirement goals.

Along with volunteering with SOFA, Greg is also shares his time with AARP and the Financial Planning Association.  He also serves as the founder and chairman of Jeanne’s Journey for Hope, a 501(c) organization whose mission is to help families that have been impacted by cancer.

Topics

  • Retirement: More than Money
  • Understanding Social Security
  • Estate Planning: Protecting Yourself and Your Heirs
  • Healthcare in Retirement
  • Retirement Savings Plans
  • Retirement Tax Planning
  • Financial Intelligence: Pulling it all Together
  • Many More…

Contact

Want to Bring Financial Education to Your Company or Community?
Is There a Topic You Want Presented to Your Group?
Let Us Know How We Can Bring Financial Education to Your Community.

Our workshops are entertaining and informative for the participants. The goal is to provide an environment where one and all are comfortable so we can discuss some of these confusing topics that are not always easy to talk about with friends and colleagues.