One of the key components of good financial planning is to have a solid understanding of the concepts, that are the foundation for the many areas critical to the success of an individual’s overall financial plan.

At Szarka Financial we are very proud to have financial advisors and staff who have a strong passion for providing the type of information and education that can do much to help individuals make better decisions about their day-to-day finances and long-term plan to reach and enjoy retirement. Our dedication to providing comprehensive education has expanded over the years to include between 60 – 100 presentations done annually on-site to employees of northeast Ohio companies, and public programs for non-profit organizations and job seekers groups. You can view our most popular presentation topics by clicking here.

Although all of our speakers can present programs on many different topics, specialties are listed under their respective photograph.Whether the topic is how to maximize the value of a 401(k) plan while working or actionable tips on building a powerful resume for persons experiencing a job transition, the speakers at Szarka Financial can deliver objective information upon which participants can quickly act.

Areas of Expertise

Les Szarka, CFP® ChFC®

Behavioral Finance, Retirement Income Planning

Alex Menassa, MT, CPA, JD

401(k)/403(b), Estate Planning, IRAs, Pension Rollovers, Tax Planning

Charles Conrad, JD

Personal or Career Transition, Women in Transition, Veteran’s Benefits

Mark Stratis, CFP®

Elder Care, Estate Planning, Social Security & Medicare, Tax Planning

Rick Martin, CFP®

Retirement Income Planning, Investments, Wealth Management, Social Security

Michael Perry

Business Development, Job Search Coaching, Leadership, Operations

We Have Presented Programs for:

  • AdvoCare, Inc.
  • Bay Village Job Seekers
  • Beachwood Job Seekers
  • Belcan Corporation
  • Berea Children’s Home & Family Services
  • Brockman, Coats, Gedelian & Co.
  • CareerBoard.com
  • CareerCurve
  • Career Transition Center
  • Center for Families & Children
  • Center for Health Affairs
  • Cleveland Clinic Health System
  • Cleveland Convention & Visitors’ Bureau
  • Cleveland State University Career Center
  • CSU – Executive MBA Program
  • Coca Cola Bottling Company of Cleveland
  • Deimling, Forbes & Associates, CPAs
  • Dise & Co.
  • Employers Resource Council (ERC)
  • Encore NEO
  • Holden Arboretum
  • Hudson Job Search
  • John Carroll University – Boler School of Business
  • Kent State University
  • Kurtz Bros. Construction
  • Lee Hecht Harrison
  • Middleburg Hts. Investment Club
  • MetroHealth System
  • Meyers, Roman, Friedberg and Lewis
  • N. Canton Exec Networking Group
  • North Coast Job Seekers
  • Ohio Means Jobs
  • Ratliff & Taylor
  • Recession Proof Your Career
  • Right Management
  • Silver Sneakers Seniors Group
  • St. John West Shore Hospital
  • St. Vincent Charity Hospital
  • Staffing Solutions Enterprises
  • Stride Tool
  • Summa Health System
  • The Riverside Company
  • TTI Floorcare – North America
  • United Way Services of Cleveland
  • Westlake Porter Public Library

This list should not be construed as an endorsement of any advisory service offered by the advisors at Szarka Financial.

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