Print Page  |  Contact Us  |  Your Cart  |  Sign In  |  Join IMC USA
IMC USA Online Store: IMC USA Academy Pre-recorded Webinars
Main Storefront
        

A Fiscal Check-up for Independent Consultants - A Pre-recorded Webinar

Item Options
Sign in for your pricing!
Price: $79.00
Quantity: *
 
Description
 

A 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.

 

 

 

Ken Perine


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. 


Community Search
Sign In


Forgot your password?

Haven't joined yet?

IMC USA Calendar

10/5/2016
The Consultant's Workshop : Ethics in a Chaotic, Challenging World - Oct 5, 2016

10/7/2016
IMC SoCal Breakfast Meeting

10/13/2016
IMC Orange County Business Forum Breakfast

10/20/2016
IMC NCR Happy Hour (at the 2016 IMC USA Consulting Conference)

10/21/2016 » 10/24/2016
2016 IMC USA Conference

Message from the Chair
Don Matheson CMCChair and CEO, IMC USA
Gregory BrooksExecutive Director, IMC USA