Society for Financial Awareness
Getting Fiscally Fit:
The Heart of Budgeting & Finance
The Society for Financial Awareness
&
In-Person & Zoom Education Event Thursday, June 26th, @ 10:00 am Eastern
This is an education event Just for The Team At
YOur Event Will Cover:
- The core of how real families save for retirement
- What your money is really worth (It's not as obvious as you might think!)
- Why saving even small amounts matters
- Key pointers to optimize your current retirement plan at WellLink
- Every participant has the opportunity to schedule a free consultation call with Ben Simerly, CFP® at SOFA to answer all your questions.
- The education will last just under an hour, and we are happy to schedule more events in the future.
- NEVER any sales, ever. We are a 501(c)(3) non-profit education group and do not take part in any sales pitches of any kind.
Here's What You Need To Know:
01
Who: WellLink + Ben Simerly, CFP®, Founder of the Society of Financial Awareness, Heartland Chapter.
This is a chance for you to learn and ask questions.
02
What: Financial education designed SPECIFICALLY for WellLink employees.
Working with Keith Dobbs, Human Resource Generalist @ WellLink, we've created an event focused on the needs of your office. Have ideas? Send them to us!: Ben@sofaneo.org
03
Where: The WellLink Headquarters in Cleveland, and on Zoom: https://us06web.zoom.us/j/89375740206?pwd=ceHhP2lQtZRXmGxVw1pdM0f4doxO3O.1&jst=3
Check the invite link details above, or in your email for more details. Any questions? No problem! get in touch at ben@sofaneo.org or 440-589-7703.
04
When: Thursday, JUne 26th, 2025, at 10:00 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.
Outline
of Training
2.
Retirement
Planning & Saving
3.
Optimizing Your Retirement Accounts
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.
