Page 47 - AAA Magazine – AAA Ohio Auto Club – September 2018

Get To Know Jeremy Swank
AAA is proud to partner with Jeremy Swank, ChFC and principal of The Strategic Wealth Management Group, to present our new series of complimentary financial planning seminars to members. Swank brings a wealth of experience and insight along with his 20 years in the financial industry.
Swank’s experience working for a large insurance company, in a brokerage firm and now as an independent financial adviser have given him the knowledge and background to advise a variety of financial situations.
He described his philosophy as being grounded in thoughtful, personalized decision-making. “I am a firm believer in research
and due diligence. Every idea that will be presented has a well-thought-out premise, and my clients will always know why I make certain suggestions. I take very seriously the trust that is given to me by my clients and I promise to maintain my integrity in offering financial solutions,” said Swank.
Swank can be reached at 419-522-6636. Members also are encouraged to visit the Group’s website, thestrategicwealthgroup.com, to learn more about the services available.
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Financial Planning Seminar Schedule
Discover your newest member benefit: Free, no-obligation financial planning seminars exclusively for AAA members. Whether you’re looking to learn something new or sharpen your investing strategy, the seminars have something to offer everyone.
The first events were held over the summer and included topics like:
• College funding strategies
and solutions
• Social Security – the choice of a
lifetime
More seminars are planned for the future and will be held at AAA Ohio Auto Club headquarters in Worthington. Learn more at AAA.com/financialplanning.