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Financial & Investment Planning for Accounting Firm Partners
We would like to invite you to join us for a brief webinar to discuss several important financial & investment planning issues which are common to our clients who are partners/principals at the Big Four Accounting Firms. The webinar will take place on Friday, November 22nd at 2:00 PM (EST).

Given your very busy schedule, we know you rarely have the time to tend to your individual financial situation. In this webinar, we will educate participants on important topics that affect their personal finances.

The topics we will cover include:

• Managing your independence requirements
• Efficiently managing your investment portfolio
• Understanding various firm benefits
• Managing cash flow needs
• Understanding firm pension benefits and the implications of certain elections you will need to make (see pension maximization strategy articles)
• The elements of an efficient estate plan and why your old plan may not be optimal
• How to objectively review insurance coverages (life, disability, long-term care and excess liability)


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