The Breakfast Club NJ - Monthly Networking Meeting

The Breakfast Club NJ Presents: Money Saving Strategies During a Career Transition by Bill LaChance and Sudha Anand

Saturday December 9th, at 8:00 AM
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: 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, strategies to take advantage of shifting marginal tax rates during a transition including impact of new tax laws, and advantages/disadvantages of 401k/403b rollovers.

About the Speakers: Bill LaChance is an independent financial advisor. His firm offers a unique flat fee program that combines financial planning, portfolio guidance, 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.
Prior to joining WJL in 2021, Sudha has had a long career in Global Markets - Investment banking working in India HK, and Singapore covering Asia and global markets. Sudha is a Chartered Accountant from India and has also passed the CPA and CFP exams in the US. She is also an Enrolled Agent.

About the Meeting:
December 9, 2023, 8:00 – 10:00 AM (America/New_York)

Please join our meeting from your computer, tablet or smartphone.
https://meet.goto.com/DSchuchman/tbcnj-20231209

You can also dial in using your phone:
Access Code: 807-354-109
Phone: +1 (224) 501-3412