Increasing your seminar activity

1. Increasing your seminar activity WHERE COMMUNITY HAPPENS 1-858-268-7092 www.sofausa.org RWolf@sofausa.org 2019 | The Society for Financial Awareness

2. Financial Literacy Seminars In Your Community SOFA is a 501(c)(3) non profit public benefit corporation. Established in 1993, we serve America by presenting financial literacy workshops. While we excel at gaining access into companies, we also conduct events at libraries, places of worship, schools and service organizations. HELP YOURSELF STAND OUT Branding yourself with a non profit organization will be the differentiator between you and other financial professionals within your community 3% Have a written financial plan 97% of Americans are failing to plan 2019 | The Society for Financial Awareness

3. Places We’ve Done (and do) Workshops SOFA has conducted financial education events at more than 10,000 locations, we’ve been around 4X longer than our competition. We position accredited professionals as content experts, train & coach them to do 1-on-group seminars, we’ve done this successfully for 25+ years 2019 | The Society for Financial Awareness

4. ERISA 404c Requirement - Department of Labor Compliance Companies offering benefits to 50 or more employees must provide ongoing, generic financial education to their employees. SOFA fulfills this need for Human Resources. Serve the obligations of HR with our no-cost solution to educating their group & satisfying compliance Do you see how the SOFA approach of no selling or products mentioned allows you to gain access easily When trying to gain access into any desired big name company, what leverage do you have Our meaningful content satisfies ERISA 404c A common misconception of the ERISA 404c Requirement is that having a 401k provider come in and talk about product specific information satisfies ERISA 404c, but it does not. The regulation states that employees must be given “generic” financial education at least once per year. When a third party administrator comes in, speaking on their “proprietary” funds, 404c is not being satisfied. 2019 | The Society for Financial Awareness

5. How would you rate your experience in utilizing SOFA’s non profit postage discount on your mailings? A perfect 10 Member Testimonial About Non Profit Postage Program Save up to 33% with USPS How many workshops have you utilized while taking advantage of the non profit rates on mailers? Nine of them Q: Q: Q: Q: Q: Q: What challenges, if any, have you experienced while co-branding SOFA into your mailers & seminars? Zero difficulty Many professionals across the financial industry are spending a significant portion of their earnings on mailer programs for event promotion For those already doing mailers to promote their seminars, making the easy decision to integrate SOFA into their business model is a wonderful way to save money while doing good A How many seminars do you anticipate doing this year? About forty A A A A A Comparing your old seminar approach to the reception you got from your SOFA seminar audiences, is it better or/worse? Same or better, especially when working with libraries Compared to the standard mailing rates, how much of an annual savings do you anticipate by using SOFA’s postage discount? Roughly $25,000 2019 | The Society for Financial Awareness

6. Support from SOFA’s Membership Services Team Member Questions Member Requests Representatives are knowledgable in the SOFA training and coaching concepts we teach members in our training & coaching Request useful materials/documents sent directly to you by a SOFA representative Customer Service 2019 | The Society for Financial Awareness

7. Advanced Training & Coaching We make sure SOFA members get the resources and support they need to succeed. Orientation Coaching SOFA’s Founder & CEO, Jim Chilton develops you in 1-on-1 coaching, or via our exclusive member content library called Amplify Member initiation, learn the absolute basics of properly representing our 501(c)(3) non profit organization 33% 33% Ascension Ditch the standard referral model as SOFA shows you how to create nominations through your natural market 2019 | The Society for Financial Awareness

8. 30+ Pre-Packaged Seminar Presentations Our library of workshops covers a wide variety of informative, inspiring and enjoyable subject matter. BUILD YOUR TEAM REQUEST COMPLIANCE We encourage & assist our members in building a team of financial professionals, allowing all of these topics to be offered Members may use their own seminar content, once approved by SOFA’s Compliance Department Download them all from your member account on our site 2019 | The Society for Financial Awareness

9. Gaining Access Through SOFA Membership It’s hard to get into big name, highly sought after companies when representing your for profit business, SOFA’s non profit approach solves this conundrum. 60-70% want 1-on-1 consultation Attendees of a SOFA seminar are mostly receptive to scheduling a consultation, they need your help Our #1 goal is to assist individuals to take charge of their personal finances Human Resources Managers and Event Planners come to our website on a regular basis, requesting local SOFA speakers for their events 2019 | The Society for Financial Awareness

10. The Marketeer Too busy to do SOFA, but enough time to do Workshops? Got an assistant? Have SOFA HQ teach your Colleague the Continuum and how to position you in your Community. $500.

11. SOFA’s OPPORTUNITY PROGRAM Trilogy: This Program is for all Members. It’s basically 3 Intro Appointments. $1,000 Packaging: This is a “Campaign” for that Member who wishes to “blanket” a territory, probably using Members in their Clump, to share in the scheduled Set-Ups. 10 Intro’s $3500 20 Intro’s $6500 $30 Intro’s $10,000 Intro: SOFA positions you to be in front of a Decision Maker, for you to conduct a Set-Up. This is a one-time meeting. We build you a list of companies in your 10-15 mile radius, over 50 employees and send you out on a face to face meeting with the decision maker in the company. $400. Jumpstart: This Program is for First Year Members only…its 2 Intro’s. $600

12. Public SOFA HQ books Workshops for: Libraries, Colleges/ Universities, and Community Centers. SOFA provides Facebook Advertising, flyers, books the room, sets the date and collaborates with the SOFA Member’s Marketing and Promotion efforts. $500. Vid-Drop SOFA has 12 short high definition, 2-3 minute Video’s for purchase. Idea is to embed said video into emails and Social Media, to promote topic and possible entrance into Company/Organization. Single $250 Double $400 Quad $700 2019 | The Society for Financial Awareness

13. M-Webs CO-BRANDING CUSTOMIZATION Synonymous design with the SOFA look & feel Work directly with SOFA’s Web Development Team This is a custom Website for the SOFA Member who wishes to create an individual, personalized Website promoting “all that can be” from that purchasing Member. Starting @ $750 2019 | The Society for Financial Awareness

14. Banners Business cards Promo This package is a Marketing Kit for that Member who is attending conferences, conventions, special events where a booth is called for. Promotional literature, table banner, hanging/vertical banner, plus marketing “specific” promotional info provided. Price determined based on specific needs of purchaser. Here is a preview of some of those materials. Posters Brochures

15. The Society for Financial Awareness has assisted in serving the obligations of the Human Resource community for 25+ years The Society for Human Resource Management has 285,000 members across 575 associated United States chapters, HQ in Washington DC www.shrm.org CE SHRM SHRM HR’s continually seek Continuing Education (CE) Credits. This SOFA Program, provides Member with a SHRM approved Course to be taught by the purchaser. A terrific way to position the SOFA Message and Member to a classroom of H.R.’s! We currently have 6 different 2 hour courses providing HR’s with 2 credits per course. $500 per topic. 2019 | The Society for Financial Awareness

16. Nomination This is a cash reimbursement program back to any Member, in good standing, that nominates to SOFA HQ a potential Member. You will have your own personalized code to provide that Nominee. For any Annual Sign-Up, SOFA will send you a check for $100. A nice incentive to grow your Clump! * Individual sign-ups only! D.I.Y – Do it Yourself SOFA provides you support material- lists of companies, scripts, objections, FAQ’s to do direct marketing to companies in your Geographical Territory… training is available, if needed. A great program if you have a Marketing Assistant. Cost -$300 2019 | The Society for Financial Awareness

17. Becoming a SOFA Member Your Next Steps To sign up, or simply learn more now, visit www.sofausa.org - click Contact in the upper right - then follow the Membership button to proceed Your promo code: wz639a ANNUAL MEMBERSHIP $2,000 w/ NO initiation MONTHLY MEMBERSHIP $195 w/ $250 initiation = $445 to start 2019 | The Society for Financial Awareness

18. First 20 people to sign up Will receive an extra 10% off the annual membership!! Only $1,800 for the year Your promo code: EXTRA10

19. THANK YOU FOR YOUR VALUABLE TIME TODAY! WHERE COMMUNITY HAPPENS 858-268-7092 www.sofausa.org RWolf@sofausa.org 2019 | The Society for Financial Awareness