​It's All About Education... Financial Education For Employer Groups and Organizations​
 

What is The Society for Financial Awareness (SOFA)?

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SOFA is a 501(c)3 Non-Profit Educational Speaker's Bureau. We are committed to ending Financial Illiteracy.

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Why Work With​ Society for Financial Awareness?

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Perhaps the question Needs to be Why Not Work With SOFA? The Society for Financial Awareness provides a significant value-added service to you and your organization at NO COST.

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We are comitted to go out into our community and speak knowledgeably and from our expertise and experience. The topics addressed are all directly relevant to your employee's lives today. The demand for assistance to the public in managing what has become a complicated and often stressful way of life is growing.

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How Does This Benefit You As An Employer?

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When your employees are stressed out about their finances or family life, they are less motivated, less productive and often not happy at work. Providing the education and help they need to get back on track is key to a companies growth and productivity.

And...while most companies are cutting employee benefits left and right you get to provide this benefit that is No Cost, No Hassle to set up and is Not a Sales Event.

Imagine knowing how you'll feel when your employees are happy and secure about their future.

What Are the Seminar Topics?

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SOFA offers seminars covering various financial awareness topics. Each seminar is prepared and presented by qualified financial experts, and topics can be created, modified or customized to meet your group's specific needs.

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Our Seminars Cover Topics Such As....

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Getting Fiscally Fit: Personal financial needs, including budgets, goals, wise use of credit, savings and handling debt.

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Retirement Planning: Sources of retirement income (government/ employer pension plan, investments, social security) and pre-retirement strategies.

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Investments: Basics of successful investing and investment vehicles.

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Tax Planning: Formula for determining taxes and tax reduction strategies.

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Health Planning: Planning your health for significant financial impact. Add years, improve quality, and reduce financial hardship.

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Legal Lessons For Life: Ownership of property, avoiding probate, gifts to your children, and minimizing estate taxes.

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Issues Of Real Estate: Purchasing and selling a home, financing, and investing in the real estate market.

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Refinancing: Guidelines for finding the right refinancing for you.

 

Transition Planning: Helping employees who

are being layed off deal with transistion and

examine new opportunities.

and many more....

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Giving your employees the opportunity to gain awareness and understanding of what is happening in our economy and how to remain financially stable is a gift they will truly appreciate and are not likely to forget.

 

Call or email me today if you would like to have S.O.F.A. come in and speak to your company or would like to find out more about becoming a  speaker at a S.O.F.A. event!

(832)-231-9697

 

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FINANCIAL EDUCATION FOR EMPLOYER GROUPS AND ORGANIZATIONS

•Interactive Seminars at Companies, Churches and Organizations​
•No Cost to Employers,Employees, Organizations or Participants​
•Absolutely NO Selling!​
•Increase Financial Literacy to the Public​
•Strengthen Morale, as Entertaining as Informative​
•Fully Compliant with ERISA 404(c)

 

 

 

Who We are:

Members-

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Christopher Hensley -President

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Christopher Hensley has been a loving husband for 15 years and a Financial Services Leader for over 13 years.  He received his education in Philosophy and English from the University of Houston.  He chose to work in the financial services industry because his passion is helping people in achieving their life goals.  Most importantly, he enjoys helping people.  Christopher has a very well-rounded financial background.  He has worked with such Fortune 500 companies as Merrill Lynch, UBS Financial Services, Chase Bank and Principal Financial Group as well as the non-profit organization Money Management International (Consumer Credit Counselors Southwest).  Mr. Hensley is licensed by FINRA and holds his series 7 (General Securities Representative) and series 66 (Uniform Combined State Law).  He also holds his principal/supervisory license, series 9 (General Securities Sales Supervisor- Options) and series 10 (General Securities Sales Supervisor- General). In his spare time Christopher enjoys spending time with his family, reading and amateur electronics.

As the President of The Houston Midtown Chapter of the Society for Financial Awareness, SOFA has brought financial education classes to the following Companies and Organizations:

City of Baytown, Seamless Solutions, FKM Agency, Alvin Community College, Unique Physique Fitness Center, Emerson, Technip, Northwest Pipe Company, Lopez Negrete and many more……..

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Volunteers-

Siam Maxie-

Siam loves imparting people with information and resources that can directly impact ones' philosophies, habits and ultimately affect their lives, her motto is "People don't know…..What they don't know"!!!!

Siam has always been a hard worker and she has accomplished a lot of things, but her path was not easy.Siam grew up on the Southside of Chicago and despite the challenge of growing up in an inner city neighborhood.Siam set her site on designing her life instead of allowing her environment to dictate it.

While all the other kids were hanging out, Siam challenged herself to get a job working at a bank.Little did she know that unprecedented decision would lead to a 25 year career in the Banking/Mortgage industry.

As one of the youngest bank employees, Siam had to demonstrate her commitment and desire to succeed; thereby she quickly moved up the banks corporate ladder.And at the ripe age of 20, Siam became the youngest Branch Manager at Skokie Federal.

That was only the beginning, before long other branches began reaching out to Siam, requesting her to train their staff & educate neighboring partners on Financial Literacy, which lead to her writing "The A to Z of Banking"

In 2007, all Siam's efforts came to a screeching halt, and for the first time in her career she began losing her zeal for banking and her thirst for entrepreneurship vigorously grew.As Siam pondered on her next move, she was approached by a friend & former co-worker Johanne Washington to market wellness products.While considering the offer, Siam discovered the benefits of network marketing and how she could leverage her time and money becoming an independent agent. In 2008, Siam decided to give networking marketing a chance.She started out working spare-time basis, but in 2010 she went full-time saying goodbye to a 25 year Banking career.

Siam resides in Houston Texas, she holds a Bachelor of Administration from the University of Houston-Downtown. Her future plans include expanding her business into five new markets and developing business partners throughout the Continental US.

Siam Maxie Executive Director w/ Legal Shield (713)320-1876 siammaxie@gmail.com siammaxie.com

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