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How to Retire While You Consult - LOCATION CHANGE!

  • 11-Aug-2017
  • 8:00 AM - 9:30 AM
  • The Brainery, 176 Anderson Ave., Rochester

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  • No Charge

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How to Retire While You Consult

Note: This meeting will  be at the Brainery, 176 Anderson  Street. See map below.

Presenter: Michael T. Chabalik

​Michael's talk will cover his own recent transition story and what he learned about himself professionally and personally, and how being fearful can effect your decision making. He will then address the concepts of either being "retired" or "quasi-retired," what the differences are and some key considerations surrounding that including how Social Security effects your income if you're not FRA (full retirement age) and the emotional aspects of continuing to "work" in some capacity. The talk will also cover various types of retirement plans for the self-employed as well as an overview of health savings accounts; including a potentially tax free way to fund one. In closing Michael will provide some insight and motivation regarding how to grow and sustain any business where you are actively seeking clients.

Three key learnings the audience will take away from this program:

  1. The mindsets of retiring, quasi-retiring and the value of purpose.
  2. Key types of retirement plans for consultants, how to best utilize them as well as health savings accounts.
  3. Ideas for growth of your practice/business.

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Michael is a NYC native and has been in the financial services industry for over 14 years. He currently runs a 3 person wealth advisory team at UBS in Rochester and is entrusted with over $100 million of client assets. Michael is a professional speaker and is a regularly featured speaker at Rochester Works as well as several local networking groups and colleges. He lives in Perinton with his wife Amy, their 5 year old twins Michael and Madeline, and their labs Dutchess and Maximus.

Michael is also a Refreshment Sponsor, which means that he will he proving the refreshments for this meeting.

To become a Refreshment Sponsor yourself, CLICK HERE or contact Michael van der Gaag at programs@rochesterconsultants.org.

Here's a map to the Brainery at 176 Anderson Avenue.

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