Michael Chabalik presents: Financial Strategies for Consultants

This meeting will be held online using Zoom. You do not need an account with Zoom. To register for this meeting, click on:

https://us02web.zoom.us/j/84371468983?pwd=NCt3YVY5OU5YQnhDcWhJRER3VDRzdz09

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Michael Chabalik presents: Financial Strategies for Consultants: From Start-up thru Seasoned

Presenter: Michael Chabalik

This program will address multiple aspects and topics relevant to a self-employed consultant including creative ways to fund your business from your own savings tax-free, supplemental income production from your "past life" retirement funds while still keep ing growth in mind, how working and collecting Social Security intersects, and how to balance/coordinate these things.

Key Learning #1: Tax free way to fund your business
Key Learning #2:  How collecting Social Security earl.y and working affects your benefit.
Key Learning #3:  Key considerations for your portfolio regarding income vs. growth

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Michael is a NYC native who has been in the Rochester Area for 20 years. He is a wealth advisor and senior portfolio advisor at UBS Financial Services in Rochester. Michael is a featured regular speaker at several local organizations on a wide range of financial topics. He holds both the CIMA (Certified Investment Management Analyst) and CPWA (Certified Private Wealth Advisor) designations from the Investments and Wealth Institute. When he's not working he spends his time with his wife Amy and their 8 year old twins Michael and Madeline and they enjoy hiking, skiing, and traveling.

Want to sponsor a meeting? Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.