Heroic Finance Summit: Smart and Faithful Planning
When: February 27, 2021 from 11 am – 1 pm Central time.
Watch live or watch later – Men who register can watch the Summit live or can watch or listen to the speakers any time after the event.
72% of households do not have a written financial plan, but 83% of people who set financial goals feel better about their finances after just one year. Have you been procrastinating or been unsure of who to ask about financial planning?
It can be hard to know who to know who to trust and how to make decisions when it comes to planning for your financial future. Join us for our Heroic Finance Summit! We have collected some of the most trusted and successful financial minds to help you make smart and faithful decisions about planning for your future.
Don’t wait until it’s too late, you can start making smart and faithful decisions about your financial future right now!
Ken Ciani has been offering financial consulting services to businesses and individuals for the past 18 years. He is Branch Manager of Ciani Thomas Financial, a full-service financial consulting practice. Although independent, Ken is affiliated with Raymond James Financial Services, Inc., where he has been a registered investment advisor representative since 2001.
Deborah L. Meyer, CFP®, CPA/PFS, and CEPA, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a fee-only, fiduciary wealth management firm that helps parents make wise financial decisions, invest in their family’s future and give generously. Deb also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award.
Ben Martinek, Certified Financial Planner™, Enrolled Agent, and Certified Student Loan Professional™ is the founder of Bona Fide Finance, a fee-only financial planning firm that services high-income professionals, and the co-founder of Student Loan Tax Experts, a tax business focused on student loan borrowers with high debt. His comprehensive focus on a client’s financial situation yields confidence and clarity, allowing high-quality decisions to compound over time. Ben helps his clients get the most out of the money they make.
Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He was a Financial Advisor at BMO Wealth Management and RBC Wealth Management. He specializes in advising young and affluent families in the earlier stages of wealth building. He has a commitment to providing cutting-edge investment solutions, disciplined planning processes, and accountability to all his clients.
Jon Bean is the co-founder of Compass Catholic Ministries, which is active in 25 Dioceses around the USA and in 8 countries. Compass Catholic Ministries has helped thousands of people reduce their debt load, increased their savings and become less dependent on the secular, materialistic world refocusing their lives on God.
About HeroicMen.com – HeroicMen.com is a joint venture between the Augustine Institute and the Catholic Men’s Leadership Alliance and is focused on helping Catholic men fulfill the heroic mission engage in the spiritual combat to become great men, great fathers and great leaders who build Christ’s Holy Catholic Church.