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PROGRAM SPONSORS and Simply Money’s team of experts:
Emery Federal Credit Union
7890 E Kemper Road, Suite 100
Cincinnati, OH 45249
Emery Federal Credit Union Bank Switch Kit - Click here to download
Al Pearlman, CPA, Managing Partner
SmithPearlman & Co.
100 Technecenter Drive, Suite 200
Milford, Ohio 45150
Mark Reckman, Esq., Estate Planning Attorney
Wood & Lamping LLP
600 Vine Street, Suite 2500
Cincinnati, OH 45202
Newly Updated Estate Planning & Medicaid Handbook:
Real Property Management of Greater Cincinnati
Today, we're celebrating our 5th anniversary on 55KRC! Thank you for listening!
Two of our core missions over the last 5 years have been to help you with your money, and to also help our local veterans.
By giving a $600 tax-deductible donation to the Simply Money Foundation, you'll help send two World War II or Korean War veterans to see their memorials in Washington, DC - this Honor Flight trip is absolutely FREE for the vets!
For your generous contribution, you'll get a comprehensive written financial plan designed by our Simply Money team to help get you on track for retirement! It's a win-win!
The sooner you donate, the sooner we can get these brave men and women, to whom we owe so much, on this trip... and the sooner you can know if your retirement goals are within reach.
To donate right now using our secure donation link, please click here.
If you have any questions about the financial plan and would like to speak with a member of our Simply Money team before you donate, please click here to schedule a time for a phone consulation.