Entrepreneurs can be challenged with managing money more than most professionals. In this session our expert, Gary Erickson, Regional Director of Money Management Educators will discuss Finding Financial Balance. Some keys points he will discuss are:
· Recent tax law changes and how these changes affect planning. The fiscal cliff, what changed, what didn't.
·Tax advantaged investments in your retirement plan. Whether self-employed or an employee, what type of plan should I be using even on a limited budget? Self Employed Pension Plans, Simple IRAs, 401k's?
·Pre Tax vs. Tax Free Investing: why knowing the difference now may change your future. How to avoid paying too much tax.
·How to make fragmented investments already in place work “together”.
Regardless of your tax bracket, I think you will find the combination of Gary's educational approach and sense of humor make this workshop both enjoyable and enlightening.
Gary A. Erickson
Money Management Educators
Mr. Erickson has been in the financial services industry since 1987 with a focus on investment and retirement planning as well as tax strategies.
In 2003 he began conducting financial education workshops and classes at nationally known corporations. As a financial planner, he has significant background in multiple areas of wealth management, allocation strategies and retirement planning using mutual funds, life, health and long term care insurances as well as managed money solutions, investment annuities and a fully array of available securities though his broker dealer.
Speaking Engagements & Educational Programs Include
To date, Mr. Erickson has presided over more than 250 classes at some of the following companies:
Northwestern Memorial Hospital, Loyola University Medical Center, Johnson Controls Corp, The US Social Security Administration and Pandora, Internet Radio to name a few. His lighthearted approach to finance is always well received.