Zip Code: 07928
Bill LaChance is an independent financial advisor who specializes in working with people in job transition. Bill’s firm offers a unique flat fee program that combines financial planning, portfolio guidance, tax planning and tax preparation. Prior to launching his financial planning practice, Bill spent twenty two years in corporate finance in the retail industry and before that was a CPA with a large accounting firm. Bill has a B.S. in Accounting from Bryant University and an MBA in Finance from Indiana University. Bill is a Certified Financial Planner as well as an Enrolled Agent authorized to represent taxpayers before the IRS.
Speaker Topic(s): Money Saving Strategies During a Career Transition
Meeting Type Availability: Hybrid, Virtual, In-Person
Meeting Time Availability: Morning, Afternoon, Evening
Event Notice Needed: 1 week
Free vs. Paid: Free