| The Breakfast Club NJ Presents: Money Saving Strategies During a Career Transition by Bill LaChance |
Saturday December 14th, at 9:30 AM
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: 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.
About the Speaker: Bill LaChance is an independent financial advisor. His firm offers aunique flat fee program that combines financial planning, portfolio guidance, 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.
About the Meeting:
- Meeting Date & Time: December 14, 2024, 9:30 – 11:30 AM (America/New York)
Presentation: 9:30 -10:30am
Facilitated Networking: 10:30 – 11:30am
- Location: Conference Center of the East Brunswick Public Library
- Address: 2 Jean Walling Civic Center Drive, East Brunswick, NJ
- Fee: $10 will be collected at the door to pay for the cost of the room.
Note: Time & Location Change – our meetings will now begin promptly at 9:30am (doors open 9am please come early to enjoy some extra networking time and get settled in.
There is ample parking both in primary lot directly in front of library’s main entrance and a second lot to the side of the library facility, but you must enter through libraries front doors to gain access to the conference center which is to the left rear of the facility after entering.