Improving financial lives
one organization at a time
Our complimentary financial wellness workshops provide your employees or members with the knowledge, resources, and confidence to prepare for their financial future.
Enhance Financial Knowledge
Improve Money Management Skills
Increase Confidence and Empowerment
Reduce Financial Stress and Improve Well-being
Enhance Your Benefits Program
As an organization, you’ve made a significant investment in your employee benefits program. Let our financial wellness seminars and workshops help you maximize your employees’ engagement with an understanding of your company’s benefits program and the critical role they play in their overall compensation.
Organizations We’ve Worked With
SOFA’s educational talks have been a high-impact cornerstone of our corporate wellness program. Brian McKinney, the Senior Financial Advisor and Certified Financial Planner we’ve worked with most, brings professionalism, compassion, and clarity to every session. He checks in beforehand to align on goals and tailors content to our audience, always approaching sensitive topics with kindness, empathy, and respect for diverse lifestyles and stages of financial wellness. Brian has even provided one-on-one support to several teammates, who have shared glowing feedback about his expertise and care. We rely heavily on SOFA as a trusted partner and look forward to continuing our work with their rockstar team.
How it Works
Our complimentary, no-obligation and educational financial welness workshops run for approximately one hour each, including time for Q&A. They’re conducted by licensed and experienced CERTIFIED FINANCIAL PLANNER® professionals and can be held at locations and times that fit your scheduling needs. These workshops do not discuss the products and services of Williams Asset Management and are for educational purposes only.
Discover the Power of Financial Wellness
Source: American Psychological Association
Source: Lincoln Financial Group
Workshop Topics
Our workshops are intended for employees or members to compliment benefits for an organization. The topics are customizable to fit the business.
- Retirement Planning, Social Security, and Medicare
- Asset Allocation and Investments
- Understanding Insurance: Life, Disability, and Long-Term Care
- Legal Lessons for Life: Wills, Trusts, and Issues of Aging Parents
- College Planning
- Tax Planning
- Home Buying and Mortgage Strategies
- and many more
To find out more information about our Financial Wellness Workshops, contact us: financialeducation@williamsasset.com
The Society for Financial Awareness
SOFA is a 501(c)3 Non-Profit Organization that has been providing financial literacy workshops to employees of companies such as Disney, Lockheed Martin, and PayChex since 1993. In 2019, Williams Asset Management founded the Baltimore-Washington Chapter of SOFA. Our team provides Pro Bono services to the local community by conducting free financial wellness workshops.