S25-12 Financial Awareness REPEAT from Winter '24

S25-12 Financial Awareness REPEAT from Winter '24

Class | Registration opens 3/9/2025 9:00 AM EST

Helwig Whistle Stop 611 W Bagley Rd Berea, OH 44017 United States
Conference Room
Finance - All Levels
4/8/2025-5/13/2025
10:15 AM-11:35 AM EST on Tue
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$25.00

S25-12 Financial Awareness REPEAT from Winter '24

Class | Registration opens 3/9/2025 9:00 AM EST

The Society for Financial Awareness (SOFA) will present a class on each of the following topics:

1)  Investment Basics
2)  Asset Allocations: Modern Portfolio Theory
3)  An Introduction to Annuities: Funding your Future
4)  Tax Planning Strategies
5)  Estate Planning
6)  Solving the Retirement Income Puzzle: Strategies & Vehicles to help you maintain your income during             retirement

Michael Zawatsky

Michael received a Bachelor of Science in Business Administration, summa cum laude, from The Ohio State University.  He earned the designation of Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist from the College for Financial Planning. He is also a Certified Financial Educator and is president of the Lake Erie Chapter of the Society for Financial Awareness.