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Event Details

    July 25 Meeting

    Date: July 25, 2017, 11:30am
    Organizer:
    Location:
    Weymouth Country Club, Medina, OH
    Price:
    17.50 for Members
    Event Type:
    Meeting
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    Workplace Financial Wellness

    Delivering Education that Changes Behaviors

    Presented by: 

    Michael J. Gheen, CPA/PFS, CRPS

    Practice Leader-Wealth Management

    Senior Consultant-Retirement Plan Services

    Oswald Financial

     

    Topics Covered:

    What is Financial Wellness?

    Why does Financial Wellness matter?

    How does Financial Wellness work?

    Mike specializes is assisting businesses and families with achieving their goals.  Mike is passionate about providing financial education to individuals, families and plan participants, recognizing that the key to a successful financial future is education.  Mike leads the financial wellness benefit offered by Oswald.  In addition to education, Mike has extensive experience with assisting plan sponsors in understanding and mitigating liability, logistics of plan design for optimal results and benchmarking.

    Mike joined Oswald in 2015.  He is a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and a Chartered Retirement Plan Specialist (CRPS).  He also holds his FINRA Series 7 and Series 24 through LPL Financial, as well as his FINRA Series 66 with Global Retirement Partners.  In addition, Mike has his Ohio Health, Life and Annuities license.  He earned is BBA in Accounting from Ohio University.

    Mike is involved in the community through his four-year-long service on the board of the Battered Women’s Shelter of Summit County.  He frequently volunteers to teach both children and adults about the importance of basic financial education.  A fan of live music and world travel, Mike usually attends ten or more concerts and travels to one foreign country every year.  Additionally, Mike is an avid fan of all Cleveland and Ohio State sports teams.  He lives just east of Cleveland with his wife Jill and three children Brianna, Russ and Cam.