Jerry Guttman is a financial advisor who has provided estate and tax planning services to clients of Phoenix, Arizona’s Total Living Plan (TLP) since 1981. In addition to his work at TLP, Jerry Guttman has spent the last 15 years as a member of the Society for Financial Awareness. He was named Member of the Year in 2009.
The Society for Financial Awareness (SOFA) is a 501(c)(3) not for profit public benefit corporation offering financial education services throughout the United States. SOFA provides these services via numerous platforms, including public workshops. These workshops, typically held in libraries, business location or union halls, generally focus on a single financial topic that has been tailored to individuals or a small group. The overriding goal of public workshops, which are led by a licensed expert, is to provide a depth of financial understanding that yields confidence and empowerment in the minds of attendees.
As a public service offered by a non-profit organization, SOFA workshops do not require attendees to disclose personal financial information or to further engage with the organization or individual presenter. Those who benefit from a public workshop can visit www.sofausa.org and review additional seminar topics that might interest them. Specialized financial topics include college planning, estate planning, common financial mistakes, and a guide to first time home buyer. Furthermore, individuals can contact the SOFA about other workshop opportunities, such as corporate workshops.
The Society for Financial Awareness (SOFA) is a 501(c)(3) not for profit public benefit corporation offering financial education services throughout the United States. SOFA provides these services via numerous platforms, including public workshops. These workshops, typically held in libraries, business location or union halls, generally focus on a single financial topic that has been tailored to individuals or a small group. The overriding goal of public workshops, which are led by a licensed expert, is to provide a depth of financial understanding that yields confidence and empowerment in the minds of attendees.
As a public service offered by a non-profit organization, SOFA workshops do not require attendees to disclose personal financial information or to further engage with the organization or individual presenter. Those who benefit from a public workshop can visit www.sofausa.org and review additional seminar topics that might interest them. Specialized financial topics include college planning, estate planning, common financial mistakes, and a guide to first time home buyer. Furthermore, individuals can contact the SOFA about other workshop opportunities, such as corporate workshops.
