The Breakfast Club NJ Presents : “Key Financial Planning Considerations for Those in a Career Transition”
Presented by Bill LaChance

Saturday February 13th at 8:00am ET

Synopsis:

Saturday February 13th at 8:00am

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.

RSVP

Presentation: ” Money Saving Strategies during a Career Transition: Health Insurance, Taxes, College Costs, and Investment Fees”

Bill explains
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, tax implications of 401k/403b rollovers and withdrawals, tax deductibility of job hunting expenses, strategies to take advantage of lower marginal tax rates during a transition and potential adjustments to financial aid.

Bio

Bill LaChance is an independent financial advisor based in Chatham NJ. Bill offers a unique flat fee program and focuses his practice those going through or contemplating a career transition. 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, an MBA in Finance from Indiana University and completed the Financial Planning Certificate program at Fairleigh Dickinson University. Bill is also an Enrolled Agent authorized to represent taxpayers before the IRS and provides tax consulting and preparation services.

Networking begins at 7:30 am, meeting starts promptly at 8:00 am.

There is a $10 fee at the door to cover the cost of the room.

Be sure to tell your friends and bring them along. Be a part of our growing network of Job Seekers, Hiring Managers, Recruiters, Career Coaches, and people who want to be able to help themselves and each other.

Event Location:

Days Hotel Conference Center

195 Rt. 18 South, East Brunswick, NJ 08816

732-828-6900

Meeting Format:

7:30 to 8:00 – Registration & Open Networking

8:00 to 8:15 – Welcome and housekeeping

8:15 to 9:15 – Presentation by the guest speaker – Limited to 60 minutes

9:15 to 10:15 – Elevator Pitch – 30 Seconds about yourself, who you are, what you are looking for, target companies (3-4), how we can help you, how you can help others. Follow the rule of the Three B’s of Public Speaking: Be informative; Be brief; Be seated.

10:15 until you choose to leave – Open Networking, follow up with people you are interested in meeting following their elevator pitch, exchange business cards, peruse the library, arrange follow up meetings, etc.

The Breakfast Club NJ – 10 Points for Good Member Citizenship

1) Attend meetings regularly to keep group strong and help pay back to others (meeting logistics on our website www.thebreakfastclubnj.com)

2) Keep anti-virus on your machine up to date and run scan regularly

3) Review messages and if request for assistance please help whenever possible

4) Once you have received your invitation and joined our linked in group, connect to other members directly(questions see Gerry Peyton -gpeyton@ptd.net)

5) Join groups Facebook group, Google +, and connect to other members directly (questions see Adrienne Roman – adrienne1204@optonline.net)

6) Join groups twitter account (questions see George Pace – keeppace@gmail.com)

7) If you run across someone in transition invite them to join our group and sponsor them through process (details on our website www.thebreakfastclubnj.com)

8) Sunday mornings listen to our radio show, “Your Career Is Calling”, at 8am ET either on radio at 107.7 or via internet 24/7 live or on demand at www.1077thebronc.com (as this is a call in show your calls help make it successful)

9) If you are in transition put your elevator pitch in writing to group, ask for help with job search issues or connecting to people at target companies, regularly post job opportunities (from email you joined the group – send email to thebreakfastclubnj@yahoogroups.com)

10) Help fellow members whenever possible

1. Attend meetings regularly to keep group strong and help pay back to others (meeting logistics on our website www.thebreakfastclubnj.com)
2. Keep anti-virus on your machine up to date and run scan regularly
3. Review messages and if request for assistance please help whenever possible
4. Once you have received your invitation and joined our linked in group, connect to other members directly(questions see Gerry Peyton -gpeyton@ptd.net)
5. Join groups Facebook group and connect to other members directly (questions see Adrienne Roman – adrienne1204@optonline.net)
6. Join groups twitter account (questions see George Pace – keeppace@gmail.com)
7. If you run across someone in transition invite them to join our group and sponsor them through process (details on our website www.thebreakfastclubnj.com)
8. Sunday mornings listen to our radio show, “Your Career Is Calling”, at 8am ET either on radio at 107.7 or via internet 24/7 live or on demand at www.1077thebronc.com (as this is a call in show your calls help make it successful)
9. If you are in transition put your elevator pitch in writing to group, ask for help with job search issues or connecting to people at target companies, regularly post job opportunities (from email you joined the group – send email to thebreakfastclubnj@yahoogroups.com)
10. Help fellow members whenever possible

RSVP

We look forward to seeing everyone let’s make this a great meeting for our members that are in transition and welcome those that have landed