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Academy: A Fiscal Check-up for Independent Consultants
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Academy: A Fiscal Check-up for Independent Consultants

When: Thursday, April 5, 2012
From 2:00 PM until 3:30 PM EDT
Where: IMC USA Academy Webinar
Contact: Sarah Rodda

Online registration is closed.
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A Fiscal Check-up for Independent Consultants
By Ken Perine

This course contributes to the requirements for CMC certification with the
Core Competency focus area of Business Acumen, Advanced Level

$29 for IMC USA Members, $79 for non-Members

Come away confident you are on the right track, or if not, able to identify and prioritize where to take action to improve the likelihood to achieve financial goals.

Guides you through a "fiscal" check-up, identify
gaps and opportunities in your current financial planning

Review options available for business owners concerning
risk reduction, health benefits, and retirement planning

Strategies to help you be as tax efficient as possible

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.

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Don Matheson CMCChair and CEO, IMC USA
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