Szarka Financial | ERC Preferred Partner

Szarka Financial

Michael Perry
Szarka Financial Education
29691 Lorain Road
North Olmsted, OH 44070
Ph: 440/779-1430, ext. 227
Fx: 440/779-0746
Em: m.perry@szarkafinancial.com
www.szarkafinancial.com

Szarka Financial Education provides objective employee financial education that motivates people to take action and helps them become better financial decision-makers. In addition to a series of short programs with topics ranging from building personal wealth and managing your 401(k) to estate planning and preventing identity theft, there are comprehensive group workshops designed to address retirement planning, effective investment strategies, protecting your family’s assets and managing financial issues during a job transition period. Web-based services provide access to extensive financial information and easy-to-use online financial calculators.

One of the strengths of Szarka Financial Education is their ability to meet the specific needs of employees through flexibility of program design and delivery. To maximize effectiveness, incorporating into the presentation specifics about an employer’s retirement and benefits programs customizes each workshop.

ERC Member Services:

ERC member companies & NorthCoast 99 award winners are eligible to receive the Employee Financial Tool Kit from Szarka Financial Education, at no charge, as a benefit of their membership/award recognition.

Employee Financial Tool Kit:

  • On-site group financial education workshop presentations
  • An extensive curriculum of financial topics that can be customized for your organization
  • Online library of financial articles and easy-to-use calculators using www.szarkafinancial.com
  • Financial news updates and newsletters delivered via e-mail
  • Individual planning consultation session with financial advisor

Key Benefits:

  • Objective Education - Information is comprehensive, easy-to-understand and easily put into action. Instructors teach, they do not sell.
  • Adds Value to Existing Benefits Plan - Teaches better understanding of employer-sponsored retirement plans and encourages participation in DC plans.
  • Certified Instructors - Programs designed and presented by qualified, certified financial advisors.
  • Customized Information - Presenters become experts on your company’s benefits program and incorporate that knowledge into workshops.
  • Terrific Value - Significant amount of information provided at no cost to your organization as a benefit of being an ERC member company.
  • Easy Access - Tool Kit provides all employees unlimited usage of extensive resources of financial information and tools through 24/7 web-based services.