The Breakfast Club NJ Presents: “Money Saving Strategies during a Career Transition: Health Insurance, Taxes, College Costs, and Investment Fees” presented by Bill LaChance
Saturday November 14th, at 8:00 AM
Please join our meeting from your computer, tablet or smartphone.
https://www.gotomeet.me/DSchuchman/tbcnj-20201114
You can also dial in using your phone.
United States: +1 (408) 650-3123
Access Code: 704-797-189
Please share this with other groups you may be in. Join us on Meetup.com at: https://www.meetup.com/The-Breakfast-Club-NJ/events/267217563/ to RSVP for the meeting.
Presentation: “Money Saving Strategies during a Career Transition: Health Insurance, Taxes, College Costs, and Investment Fees”
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 speaker:
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 also provides tax consulting and preparation services.
About the Meeting:
Topic: The Breakfast Club of New Jersey
Time: November 14th, 2020 07:45 AM Eastern Time (US and Canada)
Please join our meeting from your computer, tablet or smartphone.
https://www.gotomeet.me/DSchuchman/tbcnj-20201114
You can also dial in using your phone.
United States: +1 (408) 650-3123
Access Code: 704-797-189
Meetup.com
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Please share this with other groups you may be in. Join us on Meetup.com at: https://www.meetup.com/The-Breakfast-Club-NJ/events/267217563/ to RSVP for the meeting.