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Navigating The Financial Roadblocks For Consultants

  • 12-Feb-2016
  • 8:00 AM - 9:30 AM
  • NeighborWorks, 570 South Ave., Rochester


  • No Charge

Registration is closed
Navigating The Financial Roadblocks For Consultants

Presenter: Michael T. Chabalik, CRPC, Merrill Lynch

This program will address several pillars of running a successful consulting practice from the financial end of things. 

Some of these items include understanding the vast difference of being paid 1099 vs. W2 and what things are affected as a result (i.e. financing approval, Social Security, etc.).  And some creative ways to fund retirement accounts for your business, including leveraging what you have accumulated previously from other employment, access to lines of credit depending on your existing assets, ways to fund medical savings accounts, and the power of being organized.  He will end with a much needed piece on generating new business using Linked In which fills one the most important financial pillars- income!

Three Key Learnings The Audience Will Take Away From This Program
  1. How to fund a health savings account tax free with retirement money.
  2. Creative ways to gain access to lines of credit without verifiable income using your current assets.
  3. Various types of retirement plans available to consultants and what they cost you to set up.
  4. Ways to prospect in any business to fill that pipeline.

Mike ChabalikMichael Chabalik runs a wealth advisory group at Merrill Lynch locally and has been in the financial services industry for over 12 years.  Michael is also a professional speaker, being a featured speaker locally at Rochester Works, New Horizons Group, ABCPNG and several other groups over the years on financial topics.  He is also a national speaker for Merrill Lynch on practice management topics, sales and marketing best practices. Please see a few of his talks on YouTube- What Every Dislocated Worker Should KnowNetworking, Referrals and Getting a Yes!

Open to the public.No charge for RPCN members. $10.00 for non-members.

Refreshments will be available. A "Tip Jar" is also provided. Your contribution is appreciated.

Here's a Map to 570 South Ave., Rochester. Entrance and free parking in the rear of the building (Averill & Hamilton)



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