Society for Financial Awareness
Retirement & Savings
Financial Literacy Zoom For
Step-By-Step Therapeutics
Zoom Education Event on Wednesday, August 21, 12:00 pm
This is an education event Just for The Team At
Step-By-Step!
YOur Event Will Cover:
- How to create an income for retirement
- How much you need for retirement, and how you get there
- How to pay off student loans and start saving for retirement at the same time
- How to setup and optimize your current retirement plan at Step-By-Step Therapeutic
- Every participant has the opportunity to schedule a free consultation call with Ben Simerly at SOFA to answer all your questions.
- The education will last just under an hour, and if requested, we can schedule more events in the future.
Here's What You Need To Know:
01
Who: Step-By-Step + 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 your office.
Working with Clinic Director, Beth Turner, we've created an event focused on the needs of your office. Have ideas? Send them! Ben@sofaneo.org
03
This link is also in your email, and in a Google Calendar Invite you were sent. Any questions? No problem! get in touch at ben@sofaneo.org or 440-589-7703.
04
When: Wednesday August 21st, 2024, at 12:00 PM.
Click the link around 11:50 so you can update Zoom and call in with any questions. We will also be on the link startng around 11:45 to answer questions and help troubleshoot.starting
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.
Retirement
Planning & Saving
3.
Debt & Student
Loans
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.
