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SOFA is a Recertification provider for SHRM!

TOPICS APPROVED BY SHRM FOR PDC CREDITS

Our Behavior - Initiator of Our Choices
1 Hour - 1 PDC

This course drills down into one's behavior, pointing out why we don't plan, especially when it is involving our financial, estate, and taxes. It looks at addictive behavior. This course provides a group interactive discussion on 5 talking points, impacting employees. 

Retirment Income Planning
1 Hour - 1 PDC

Going into ones Retirement, without having enough income, or having the fear of running out is an on-going dilemma for most Americans. This course addresses the impending realities of sustaining one’s lifestyle, while departing from the workplace. 

Social Security Explained
1 Hour - 1 PDC

 Social Security is a “Must Add” to anyone who is doing their Retirement Planning. There are over 500 plus options to choose from. The impact of making a wrong choice may cost one tens of thousands of dollars! This course provides an overview to the depth of the program and the importance to all retirees moving into that decision-making phase. 

Getting Fiscally Fit
1 Hour - 1 PDC

This course talks about overcoming and understanding our Financial Challenges. Why creating an Emergency Fund is so Important. Understanding the High Cost of Credit and Gaining Control Through Budgeting.

Tax Efficiency in Retirement
2 Hours - 2 PDC's

While most Americans understand the annual “sacrifice” to their income in paying income taxes, this program specifically goes into how to maximize one’s income while reducing their tax burden in their retirement years. 

Financial Blunders – That Self Defeat US
1 Hour - 1 PDC

  • The Financial Mistakes commonly made with our Money

  • Why Saving Money is so important

  • Credit Cards – Why not to use them

  • Why you should want to plan for a healthy financial future

What is SHRM?

SHRM stands for The Society for Human Resource Management. They are the nation's largest HR organization. SHRM creates better workplaces where employers and employees thrive together. As the voice of all things work, workers and the workplace, SHRM is the foremost expert, convener and thought leader on issues impacting today's evolving workplaces. With nearly 325,000 members in 165 countries, SHRM impacts the lives of more than 235 million workers and families globally. 

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SHRM Certified HR's are required to get 60 PDC's (professional development credits) every 3 years. SOFA has presentations that have been approved by SHRM, where HR's can obtain anywhere from 1-3 PDC's per course.

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