Cleveland, OH, May 16, 2016 --(PR.com
)-- Howard Slater, MBA, MSFS®, CFP®, CMFC, ChFC®, CLU, a founding partner and principal of Cedar Brook Financial, one of the region’s largest independent wealth management firms, completed another year of devoting his time and expertise to teaching high school students at Laurel and Fuchs Mizrachi, Cleveland private schools. Mr. Slater wrote and taught courses at both schools to help teens learn about financial literacy.
Mr. Slater facilitated interactive sessions with over 100 high school students during the second semester of this school year on becoming financially responsible adults. At Laurel, a nationally recognized, college preparatory independent day school for girls, Mr. Slater completed a course on financial literacy that taught critical aspects of an individual’s finances such as credit versus debit, budgeting, and risk return. The curriculum also included the four basic aspects of a person’s financials: getting money, saving money, spending money and sharing money.
At Fuchs Mizrachi, also an independent day school in Cleveland, Mr. Slater creatively wove lessons about wealth, what it is and isn’t, as he read two classic novels with his students.
“I’m honored to work with the really sharp and curious young minds at Laurel and Fuchs Mizrachi. It’s exciting to see them grasp important financial concepts that will help them make informed money management decisions the rest of their lives,” said Mr. Slater.
About Cedar Brook Group
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Palm Beach Gardens, FL, the Cedar Brook Group is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2013. Cedar Brook’s seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again as a Top Workplace in Northeast Ohio by Workplace Dynamics according to the Plain Dealer's 2015 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC dba Cedar Brook Group and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.