Guttman: April is a critical month for people to assess their future

As the presidential campaigns continue to captivate the American public, one of the leading areas of discussion is the financial crisis that faces so many in our society.

The middle class continues to shrink in size and the disparity between wealth and poverty is becoming more and more apparent. And, with recent changes in social security, financial knowledge is of paramount importance.

Jerry Guttman

Jerry Guttman

April is National Financial Literacy Month and I will be conducting two free workshops in the Valley of the Sun. Our first workshop will take place at the Sunrise Mountain Library in Peoria on April 19 from 6:30 to 8 p.m.

An additional workshop will take place on April 28 in the West (Camelback) Ballroom at the Chaparral Suites in Scottsdale from 6:30 to 8 p.m. Chaparral Suites is located at 5001 N. Scottsdale Road.

As a member of SOFA – Society for Financial Awareness – I have over 35 years of money management experience and will be presenting a wide range of topics at these workshops including “Retirement Planning in Today’s Environment,” “Understanding Your Social Security Choices,” “Getting Fiscally Fit,” “Financial Blunders,” “College Planning,” “Estate Planning,” Strategies for a Quality Retirement” and “Understanding your 401k.”

The economy has taken center stage during this election year and rightfully so. Too many people are unsure and literally unaware on how to prepare for retirement or for the major purchases and investments in their lives. April is a critical month for people to assess their future and to develop a strategy moving forward. We’ll help our attendees establish their goals as they continually face the daily challenges with financial and retirement planning. Our workshops are designed to benefit people, young or old to help them move in the right direction.

It’s also tax season with filing due this year on April 18. Now is the time to get your financial house in order and these free workshops will get you well on your way to some financial freedom.

Our SOFA workshops provide free financial education in schools, churches, businesses and communities throughout Scottsdale and metropolitan Phoenix. All of our seminars are conducted in a learning environment with no selling or endorsement of financial products. That’s the real beauty of our workshops. We come to you wherever you are located. It’s convenient and easy for everyone to attend and it’s free.

As president of our local chapter, SOFA’s mission is to provide financial assistance to communities across America. For nearly 25 years, SOFA and its outstanding array of business professionals provide much-needed assistance to those individuals looking to improve their financial well-being.

SOFA’s membership base is comprised of licensed professionals such as CPA’s, Financial Advisors, Estate Planning Attorneys, Realtors, Mortgage Brokers, Credit Repair Specialists and other health and wellness professionals. All are dedicated to ending financial illiteracy in communities and donate their time, professional knowledge and energy to provide people with the necessary tools and information to restore their financial health.

In order to better educate people about their finances and how to prepare for life outside of work, we have this answer for people. Provide individuals and their families with financial literacy workshops where they work, pray, and belong and get them to listen about the financial surprises coming up in their future, of which there will surely be some. You can count on that.

Any business, company or organization is eligible to schedule a SOFA workshop. To reserve a date and time today, call my office, Guttman Financial Group at 480-951-5300 or visit For more information about SOFA, go online to

Editor's Note: Mr. Guttman is the president of Guttman Financial Group.

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