H. Bradley Bertrand Gets off the SOFA to Build Financial Awareness in Oklahoma

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H. Bradley Bertrand of Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a non-profit organization comprised of financial professional volunteers, offering financial and health education to companies, small businesses, organizations and community groups.

Bertrand Retirement Strategies, LLC Helps Preserve Your Nest Egg

I cannot overemphasize the importance of retirement savings and the benefits of planning ahead.

H. Bradley Bertrand, Senior Financial Advisor at Bertrand Retirement Strategies recently joined the Society of Financial Awareness (SOFA), a volunteer-based group of financial professionals, offering companies and community groups in Oklahoma, financial education through seminars and workshops. The Society’s goal is to help eliminate financial illiteracy, enlighten through financial education, empower individuals to take charge of their finances and embrace the community by building relationships through trust, integrity and public service.

Most people are too busy in their daily lives to acquire even the most basic knowledge in personal financial management. To help build financial awareness, Bertrand offers practical tips, helping the public become “fiscally-fit”. Sessions provide informative planning approaches that shape financial strategies for a more healthy and secure retirement.

“There are many sources of funds out there and pitfalls to avoid in financial management. Many are unfamiliar of them and could use helpful information on how to simplify their investments, manage their money and organize their finances for retirement,” comments Bertrand. “I cannot overemphasize the importance of retirement savings and the benefits of planning ahead.”

Participants obtain useful information to help identify their financial needs. A variety of topics are covered at workshops that impact businesses and individuals alike, such as Sources of Retirement Income, Personal Financial Needs, Legal Lessons, Tax Planning, Real Estate, Wealth Transfer Planning, Investments, Refinancing, among other relevant themes. Workshops help attendees become aware of risk management, investment opportunities and tax savings.    

Seminars and workshops are free of charge to the public for the advancement of financial education. They are not sales events and no products or services are ever sold.

About Bertrand Retirement Strategies
Headquartered in Oklahoma City, Oklahoma, Bertrand Retirement Strategies is one of the premier independent financial services in Oklahoma. The firm provides financial planning, investment advice and wealth management services to over 300 clients.

The firm was founded by H. Bradley (Brad) Bertrand, who serves as President and Senior Financial Advisor. Since 1987, Brad Bertrand has been helping clients make prudent financial decisions for their retirement, focusing on safe investments that provide growth and lifetime income. He has hosted over one hundred educational workshops, and has spoken on numerous radio programs and at various public forums, discussing topics relating to retirement, investments, estate planning, asset protection and tax reduction.

For more information about Bertrand Retirement Strategies please visit http://www.besaferetirement.com or call (405) 703-3800. You may also view the BRS blog at http://besaferetirement.wordpress.com.

Contact
H. Bradley Bertrand, President & Senior Financial Advisor
Bertrand Retirement Strategies, LLC
(405) 703-3800
brad@besaferetirement.com

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