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Financial Education

Szarka Financial Education (SFE) takes the mystery out of successful retirement planning. Our easy-to-understand workshops and web-based informational services are intended to be useful tools to help your employees assume more personal responsibility for their financial success in retirement.

Based on adult learning principles and taught by experienced financial planners, all of our programs are interactive and designed to help employees make better use of their existing employer-provided benefits.

Most programs are presented in approximately one hour, including time for Q & A.

Why Provide Financial Education?

Objective Information - Comprehensive, easy-to-understand, and easily put into action.
Adds Value to Existing Benefits Plan - Teaches better understanding of employer-sponsored retirement plans and encourages participation in those plans.
Credentialed Instructors - Programs designed and presented by experienced financial planning educators.

Where are the Presentations Held?

Presentations are held on-site at your location.
(Minimum 15 attendees per program)

What Presentations are Available for My Employees?

Click Here to download a PDF of a complete curriculum of programs and workshops.

Szarka Financial Education is endorsed by the Employers Resource Council (ERC) as their preferred provider of financial education programs and services. SFE is also a member of the ERC Dream Team of nearly 30 different organizations that provide exceptional workplace related services, programs and products at preferred rates for ERC members.

Custom programs are also available. Please contact Mike Perry at 440-779-1430 x227 for further information.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investments products and services available only to residents of : Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Kentucky (KY), Massachusetts (MA), Maryland (MD), Michigan (MI), Minnesota (MN), Missouri (MO), Nevada (NV), North Carolina (NC), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), West Virginia (WV)

*Securities and advisory services offered through FSC Securities Corporation, a registered broker-dealer and member FINRA, SIPC and a registered Investment Advisor. Szarka Financial Management is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.