Simonton Financial Associates plans free seminars
by Jason Lowrey
Sep 07, 2013 | 914 views | 0 0 comments | 18 18 recommendations | email to a friend | print
For those needing what financial advisor Greg Patton calls a “fiscal checkup,” Simonton Financial Advisors is planning a series of free seminars focused on important personal finance topics.

This month will see the first in the series, and its topic is taking the emotion out of investing. The talk will be held Saturday, Sept. 14, at 10:30 a.m. in the Simonton offices at 217 S. Erwin St., Cartersville.

All future seminars are planned to be held on Saturdays as well. Those interseted may also sign up for a free 30-minute personal consultation with either Patton or Susan Simonton to discuss any financial issues or questions.

“Here at Simonton Financial we feel very strongly that many people don’t have as much financial information as they should have or want to have, so financial literacy is a hot button for us,” said Simonton. “We want to offer the community a chance to have free financial advice on a variety of topics. In other words, this is not for our existing clients. This is for other people who want to learn and have questions they want to ask.”

Registration ends Friday at 4 p.m. However, Simonton said they would not turn people away at the door Saturday morning.

For Patton, the seminars are a chance to broaden people’s financial knowledge.

“Financial advice, one thing that people get confused about, is they think that financial advice just involves investments and buying stocks and bonds. ... But financial advice includes your banking relationships, your mortgages, writing checks. ‘Do I bank with the right people? How do I balance a checkbook or how do I budget? How do I get a credit bureau report or where can I get it?’” he said.

Simonton believes she and Patton are well suited to host the seminars as she has 23 years experience in education in addition to 19 years in finance. Patton said he has been working in finance for more than 30 years.

“We want people to know we’re here and it’s OK to ask questions and nobody’s going to charge you a fee just because you want some advice on your 401K, whatever the topic might be,” said Simonton.

Topics have been planned out through May 2014. They include identity theft, estate planning with wills and probate, Social Security, Roth IRA conversion, college funding, mortgages and real estate. However, Simonton added topics were subject to change depending on feedback.

Patton urged people to attend so they are more fully informed on their finances. Both Simonton and Patton thought the seminars would start off slowly, but they felt helping even one person would make their efforts worthwhile.

“I think a lot of people will look at stuff like this and say, ‘It’s too good to be true, nothing’s free in the world, so I’m not going to take time to go talk to these people and see what it’s about,’” Patton said. “So, hopefully, one person at a time it’ll get out there’s not hooks, no gimmicks. Susan and I feel like we can give four hours of our time on our Saturday to help anybody who’s interested in understanding more about finances and their general financial health. That’s about it.”

Those interested in attending the September seminar or scheduling a free private consultation before the seminar should call the Simonton offices at 770-386-5900.