Build Wealth and Leverage the New Tax Law

Most workers will probably earn between one and two million dollars over their career spans. So why is it that some people will have practically nothing saved by the time they stop working? During this seminar, you will learn the top three money mistakes and how you can avoid them:

1) Why living above your means can result in poverty instead of wealth
2) Why ceding control over your money to your spouse can end in disaster
3) Why merely saving your money (rather than properly investing it) won't meet your financial goals

You will also learn tactics to leverage opportunities in the new lax tax as well as tips to minimize your tax bill.

Featured Speakers

Laurie Itkin is a financial advisor, wealth manager and certified divorce financial analyst (CDFA). She is the author of the Amazon best seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 influential financial advisors in the country.

As a wealth manager at Coastwise Capital Group, which has received the annual Five Star award for "Best in Client Satisfaction" for the past seven years, Ms Itkin manages the investments of clients' brokerage, trust and retirement accounts. Through her consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process.

Ms. Itkin frequently appears as a guest expert on investing and personal finance on television, radio and podcasts. She has been quoted in publications including the San Diego Union Tribune, Chicago Tribune, U.S. News and World Reports and Forbes. She was also a contributing writer for AOL's Daily Finance.

Ms Itkin is a national expert on women and investing and speaks at conferences and seminars throughout the country. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro bono financial planner and mentors women launching new businesses as a board member for Hera Labs' Business Accelerator.

Schedule of Events

11:45 AM - 12:15 PM: Registration/networking/lunch
12:15 PM - 1:15 PM: Presentation, Q&A