Fiscal Check-up for Independent Consultants
A prerecorded webinar for you to enjoy at your leisure
This course contributes to the requirements for CMC certification with the Core Competency focus area of Understanding Business, Early level
$29 for IMC USA Members, $79 for non-Members
This presentation will guide you through a "fiscal"
check-up, helping you identify gaps and opportunities in your current financial
planning. We'll review options available for business owners concerning risk
reduction, health benefits, and retirement planning. We'll also discuss
strategies to help you be as tax efficient as possible.
Attendees will come away confident that they're on the right
track, or if not, able to identify and prioritize where they can take action to
improve the likelihood they'll achieve their financial goals.
The principal of Meritage Wealth Advisory, Ken Perine CFP® provides comprehensive financial planning to successful business owners. This includes personal financial planning, investment management, business transition planning, and retirement plan consulting. As part of this work, Ken helps business owners’ co-ordinate the many financial aspects of their lives and get them working together.
Prior to founding Meritage Wealth Advisory, Ken spent over twenty years as the third generation working in, and eventually running, his family’s business. In 2008, after careful preparation, he helped successfully sell the business. Going through that process he realized that without careful planning, many business owners might not realize all the value in their business, leaving them unable to fund the financial goals they worked so hard to achieve. Ken doesn’t want that to happen to you, and is here to help.
Ken is a Certified Financial PlannerTM and a board member of the East Bay Chapter of the Financial Planning Association. He is also an active member of the Tri Valley Estate Planning Council.