The Breakfast Club NJ Presents:

“Money Saving Strategies During a Career Transition: Health Insurance, Taxes, Etc..”

Presented by Bill LaChance and Jim Moore

Saturday November 10th at at 8:00 am ET

Synopsis:

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 By RSVPing – you help us to arrange for the appropriate sized room.

Presentation:

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

Bill and Jim explain

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 and strategies to take advantage of shifting marginal tax rates during a transition.

About the speakers:

Bill LaChance

Bill LaChance

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.

Jim Moore

Jim Moore joined Bill’s firm as an independent financial advisor a little over a year ago. Prior to joining WJL, Jim also had a long career in corporate finance including as a VP Finance with Coca Cola Enterprises and as CFO for a subsidiary of an international public company. Jim also started his career with a large accounting firm. Jim has a B.S. in Economics from the University of Pennsylvania and completed the Financial Planning Certificate program at Fairfield University. Jim is a licensed CPA.

About the Meeting:

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 By RSVPing – you help us to arrange for the appropriate sized room.

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