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Society for Financial Awareness

 

 

 

 

 

Business Description: The Society for Financial Awareness is a non-profit public benefit corporation who provides financial education to the community. Members conduct no-cost, no obligation financial seminar workshops to individuals, companies and organizations. Our seminars help satisfy the Department of Labor’s ERISA 404(c) requirement for companies offering pension plans. The wide range of financial topics covered have included: “Getting Fiscally Fit”, “Financial Blunders”, Sustainable Income Strategies in Retirement”, “Roth IRAs”, “Estate Planning”, “Credit Scores” and more.

As an exhibitor: Society for Financial Awareness will provide information on financial literacy and offer free workshops and seminars that strengthen morale and participation.

Services offered:

  • Free Financial Literary Workshops – Absolutely No Selling
  • Satisfies ERISA (DOL) 404(c) Requirement
  • Ongoing Financial Literacy in the Community
  • Seminars Strengthen Morale and Participation
Christian D’Urso
503-352-0188
8625 SW Cascade Ave, Ste 240, Beaverton, OR
97008

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Society for Financial Awareness


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