Personal and family financial planning is a serious undertaking. Done wrong it could affect your ability to attain your goals or retire when you want. Done right it could provide you and your family with freedom from financial concerns.
Careful financial planning is necessary for everyone, but I have found that many do not prepare properly, timely or with clear goals. I will be presenting a free webinar on June 20th that will provide a 13-step way to become more knowledgeable and understanding of the process or even how to become your own financial planner.
Financial planning covers a wide range of areas for individuals that need consideration, integration and coordination. This includes wealth accumulation and management, choosing the right investments and risk minimization, goal setting, retirement planning, estate liquidity, tax strategies and distribution planning. Each separate topic could fill several hours of a program, but this presentation will cover essential highlights and takeaways that are practical and can be easily put to beneficial use by anyone attending this program. I am a CPA and recognized personal financial planning specialist who has counseled many clients in all stages of their lives and wealth or lack of wealth.
The presentation is part of the continuing Take A Business Break virtual series for the East Brunswick Public Library and will be at Noon on Zoom on June 20th, it is free, but you must register in advance. The copy of the presentation that will be distributed to attendees afterward should become a valuable resource for you.
For those who do not know me, I am an emeritus partner at Withum, a top 25 accounting and advisory firm, one of Forbes’ Top 200 CPAs in America and Accounting Today’s 100 Most Influential People, the author of 32 books and an adjunct professor at Fairleigh Dickinson University. I am also accredited by the American Institute of Certified Public Accountants as a personal financial specialist.
I look forward to “seeing” you on June 20th.
Comment: My Memoirs as a CPA book is available in Kindle and print editions at Amazon. Buy it, read it and enjoy it!
Contact Us
If you have any tax, business, financial or leadership or management issues you want to discuss please do not hesitate to contact me at [email protected] or click here.
