Financial Advisor, Mike Chadwick, owner of Chadwick Financial Advisors, is coming back to the TIP Program to hold FREE Office Hours. This time, he is extending his FREE Office Hours to the entire UConn Health Community. You all will have the chance to sit down on a one-on-one with Mike and ask your burning questions on Personal and/or your Start-up Finances. Please contact them directly to set up your FREE Office Hours at: Michele@fiscalwisdom.com
Take a look on the topics he covers below. Also, check their web site for more info: www.fiscalwisdom.com.
Topics to cover:
Stock option analysis, diversification; Pensions – qualified and non-qualified; Family Protection Strategies; Retirement Income Plans; Investments & Investment Advice; Business Protection & Succession; Buy Sell Agreements; Business Purchase and Sale; Business Expansion and Funding planning; Retirement Plans; Divorce or Separation; College Financial Aid Strategies; Tax Savings Strategies; Required Minimum Distributions; Debt & Cash Flow Management; Employment contract negotiations; Settlement option analysis; Financial Advice – hourly or annual retainer; Fee based investment management; In depth portfolio & risk analysis; Estate & Income Tax Planning; Distribution of Assets – IRA, 401(k), etc.; Retirement Income – Guaranteed or variable; Income Replacement Techniques; Widow/Widower Assistance; Nursing Home Asset Protection Strategies; Long-term Care Issues & Strategies; Key employee retention strategies; 401(k) & Retirement Plan Rollovers; Philanthropic gifting & charitable planning; Trust, inheritance and foundation planning.
Date: Thursday, November 10th
Time: From 11:00 - 3:00 pm
Location: R2800, TIP New Addition - CGSB, 400 Farmington Avenue, Farmington, CT 06032
This is a service provided by the Technology Incubation Program, TIP, Office of Vice President for Research. This service is extended to the UConn Health Community as well.
For more information, contact: fidantsef at fidantsef@uchc.edu