Evento

So You Want To Design Your Own Firm Now What?

FREE AIAOC Lunch Program

1 Learning Unit

So You Want To Design Your Own Firm Now What?

Program:

Financial considerations and ides when the practitioner is planning to start their own firm:

*Assess your current financial situation what do look at and what to consider.
*First steps when starting your firm.
*Transition options and succession planning thoughts begin with the end in mind.
*Risk protection what types of insurance?
*Tax management and cash flow.

Presented By:
D. Michelle Greenwood
Financial Consultant
Tax & Financial Group

Cathy Fitzpatrick, CFP, CLTC
Tax & Financial Group

Date: May 15, 2013

Check-in/Lunch: 11:40 AM
Brown Bag Bring your lunch!
Presentation: 12:00 - 1:00

Location:
AIAOC Office
4100 Birch Street, Suite 300
Newport Beach, CA 92660

Learning Units:
1 Learning Unit

Cost:
Free for the first 20 AIAOC AIA Members who register.

48 Hour Cancellation Policy

Cathy Fitzpatrick joined Tax & Financial Group (TFG) in 1990 and has been in the financial services industry since 1982.She is dedicated to providing comprehensive, highly personalized, wealth management, estate and business strategies for business owners, individuals, and women in transition.

Cathy has held the Certified Financial Planner TM Practitioner designation since 1987 and is a Certified Long-Term Care Specialist. She is a 20 year member of The Financial Planning Association and holds the Series 7 and 63 Securities Registrations. Cathy is a graduate of the Whittemore School of Business at the University of New Hampshire with a Bachelor of Science Degree in Business Administration and Economics. She is a Registered Representative and Registered Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

Michelle Greenwood works with high net worth individuals and business owners who want to be the best possible stewards of their wealth. Michelle has worked in the Financial Services industry for more than a decade. Her career has spanned both sides of the balance sheet giving her a cross disciplinary vantage point in identifying strategies for building and protecting wealth.

Her Advisory Practice is housed at Tax Financial Group (TFG) in Newport Beach, a comprehensive financial services firm founded over 40 years ago. At TFG, Michelle utilizes an expert team to provide innovative solutions and professional direction to help clients accomplish their objectives. A frequent speaker during
her career, she has given presentations on numerous financial topics including retirement and tax recovery strategies.