The Breakfast Club NJ Presents: “Money Saving Strategies During a Career Transition” presented by Bill LaChance
Saturday November 13th, at 8:00 AM
Please join my meeting from your computer, tablet or smartphone.
https://www.gotomeet.me/DSchuchman/tbcnj-11132021
You can also dial in using your phone.
United States: +1 (224) 501-3412
Access Code: 495-162-189
Please share this with other groups you may be in. Join us on Meetup.com at: http://www.meetup.com/The-Breakfast-Club-NJ/ to RSVP for the meeting.
Presentation: “Money Saving Strategies During a Career Transition”
This presentation will cover a number of strategies to consider to help with cash flow during a career transition. The focus will be on those strategies that may not be well known or understood. Topics will include: Medical Insurance through the Affordable Care Act, strategies to take advantage of shifting marginal tax rates during a transition including impact of new tax laws, and advantages/disadvantages of 401k/403b rollovers.
Bill LaChance
About the speaker:
Bill LaChance is an independent financial advisor. Bill’s firm offers a unique flat fee program that combines financial planning, investment management, tax planning and tax preparation. Prior to launching his financial planning practice, Bill spent twenty two years in corporate finance in the retail industry and before that was a CPA with a large accounting firm. Bill has a B.S. in Accounting from Bryant University and an MBA in Finance from Indiana University. Bill is a Certified Financial Planner as well as an Enrolled Agent authorized to represent taxpayers before the IRS.
Sean Lovison joined the firm last year. Prior to joining WJL, Sean also had a long career in corporate finance most recently as a divisional CFO with RPM International. Sean double majored in Economics and Finance at the University of Delaware and has a Master of Science in Finance from Temple. He completed the Financial Planning Certificate program at Kansas State University and passed the Certified Financial Planner exam in November 2020. He is a licensed CPA.
About the Meeting:
Following is the connection info for TBCNJ for the November 13th meeting.
The Breakfast Club of NJ – 10/09/2021
Sat, November 13th, 2021 8:00 AM – 10:00 AM (EDT)
Please join my meeting from your computer, tablet or smartphone.
https://www.gotomeet.me/DSchuchman/tbcnj-11132021
You can also dial in using your phone.
United States: +1 (224) 501-3412
Access Code: 495-162-189