Past Meetup

The Breakfast Club NJ - Monthly Networking Meeting

This Meetup is past

51 people went

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Details

The Breakfast Club NJ Presents:"Money Saving Strategies During a Career Transition: Health Insurance, Taxes, Etc.”

Presented by Bill LaChance and Jim Moore

Event Location:
Days Hotel Conference Center
195 Rt. 18 South, East Brunswick, NJ[masked]

Saturday November 10th 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.

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.

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 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

It will take a few seconds and greatly help us to help you and others. Once you join please leave a positive comment, specify by RSVP'ing any meetings you can make and direct people both to our website to join the group http://www.thebreakfastclubnj.com and the meetup.com link. These actions help keep our group strong so it's there when you and others need it!

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.
1 - Make sure you come with the 30 second elevator pitch - honed - including your targeted companies, your value proposition, etc.
2 - If you are not already a member of our Meetup.com and Facebook groups please join
3 - Once linked to our groups - link to each other - a strong network is a vital component to a successful job search
4 - If you are a member and new to transition send a brief message to the group (from the email you joined the breakfast club from) [masked] introducing yourself - and what companies you are targeting - we have 3,000+ members that will respond with help where they can.