Society for Financial Awareness
How To Get Out Of "The Right Now":
Going Beyond Paycheck To Paycheck
Lakeland Community College Men's Resource Center & The Society for Financial Awareness, Heartland Chapter
In-Person Education Event on Tuesday, October 15th, 11:15 am to12:45 pm
Time until Event Begins:
This is an education event Just for The Men's Resource Center at Lakeland Community College
YOur Event Will Cover:
- The ways people in any career can go from paycheck to paycheck to a comfortable retirement
- What to do if you're living paycheck to paycheck
- How to pay off student loans and start saving for retirement at the same time
- What is compound interest, and what does it have to do with me graduating from Lakeland?
- Every participant has the opportunity to schedule a free consultation call with Ben Simerly at SOFA to answer your questions.
Here's What You Need To Know:
01
Who: LCC Men's Resource Center + Ben Simerly, CFP® of the Society of Financial Awareness, Heartland Chapter.
This is a chance for us to talk financial education, and for you to ask questions.
02
What: Financial education designed SPECIFICALLY for you.
Working with Bronte Billings of Lakeland, we've created an event focused on your needs. Have ideas? Send them! Ben@sofaneo.org
03
Where: in your XYQ-PDQ Room @ LCC
Any questions? No problem! get in touch at ben@sofaneo.org or 440-589-7703.
04
When: Tuesday, October 15th, 2024, at 11:15 AM.
Come join us starting at 9:45 am to grab a snack, ask questions, and get settled.
What is The Society for Financial Awareness (SOFA)?
- 501(c)(3) non profit public benefit corporation dedicated to providing financial education across America, one community at a time.
- Comprised of nation-wide professionals with various specialties that provide valuable services to their communities
- Events designed to educate and help attendees understand a variety of financial topics and concerns
- Member base includes Financial Advisors, Estate Planning Attorneys, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners.
- We've had the privilege to work with various prominent companies and organizations across America, whose years of continued success have provided us name recognition and a reputation of excellence.
Agenda:
1.
Intro and Outline
of Training
2.
The Cookie Test
3.
Why Tiny IS BIG
4.
Q & A With
Ben
Want to Include a Topic We Didn't Mention?
Email Us Your Ideas!
How SOFA Helps You
Understanding Financial Accounts
Start learning about how different account types affect your money and taxes.
Learn Importance of Saving
From budgeting to paying down debt, its never too late to learn about how to make your money work for you.
Retirement Plan Education & Journey
Don't know what to do about your retirement plans? Or maybe how they affect your home, your investments, and your budget? We can help you learn how to tackle it, one step at a time.
Future Consultation & Insight
Schedule a free Zoom call with Ben Simerly, CFP®, Founder of the Heartland Chapter of The Society for Financial Awareness.
Benjamin Simerly, CFP®
A lover of financial education since childhood, Ben started The Heartland Chapter of The Society for Financial Awareness in 2024.
Founder of Lakehouse Family Wealth and Allan Property Management, Ben is a big believer in financial planning, financial education, and families passing on the lessons of personal finance through the generations.
A proud Cleveland native, a CERTIFIED FINANCIAL PLANNER® professional, and Eagle Scout, Ben earned his bachelor's degree from Bowling Green State University with dual specializations in Finance and Personal Financial Planning.
In 2019, Ben moved back to Ohio from the Washington D.C. region to help families pursue their values in time spent with family into a financial reality, especially on the water…
In 2022, Ben founded Lakehouse Family Wealth, LLC., to help families across America reach their family financial dreams, and now expanding the community efforts of the firm to include free financial education through The Society for Financial Awareness.
