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The Breakfast Club NJ Presents an online event: “ 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
Go to the website www.thebreakfastclubnj.com for GoToMeeting sign on instructions.
Please share this with other groups you may be in. Join us on Meetup.com at:
https://www.meetup.com/The-Breakfast-Club-NJ/
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:

Go to the website www.thebreakfastclubnj.com for GoToMeeting sign on instructions.

Meetup.com
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