Financial Planning for Scientific Professionals – Strategies for the New Year
ACS Webinars: Professional Growth Channel
“Financial Planning for Scientific Professionals – Strategies for the New Year.” A short presentation followed by Q&A with speaker Theodore Sarenski, Founding Member of Blue Ocean Strategic Capital LLC.
What’s on your list of New Year’s resolutions for 2011? How about making a commitment to better financial planning? Getting your books in order will certainly make for a more secure and stable year so that you can keep up with all of those other commitments like spending more time with family and friends (or doing experiments). Set down your beakers and grab your ledgers for an informative webinar featuring Theodore Sarenski from Blue Ocean Strategic Capital! Join us live to have your questions addressed by the expert!
What You Will Learn
- Insurance Coverage – What do you need- or more importantly- what you don’t!
- Asset Allocation – the power of diversification and portfolio must-haves.
- Safe Withdraw Rates – thinking of retiring someday? What you need to accumulate to assure your assets last your lifetime
- Income and Estate Taxes – What happened in 2010 and what to expect in 2011 and beyond
- And much more…
Webinar Details
Date: Thursday, January 20, 2011
Time: 2:00-3:00 pm ET
Fee: Free
Meet Your Expert
Theodore Sarenski is a founding member of Blue Ocean Strategic Capital, LLC, where he oversees all aspects of the company’s operations including the Investment Committee’s management of portfolio assets. In addition to working directly with clients, Ted contributes his expertise to industry-related publications and speaking engagements across the country. He has written articles for the Journal of Accountancy, the CPA Journal, the Journal of Taxation and the AICPA Wealth Management Insider. Radio stations around the country have interviewed Ted on topics ranging from year-end tax tips to Social Security and Medicare to financial planning in tough times. Ted is past president of the New York State Society of Certified Public Accountants Syracuse Chapter. In 2002, Ted completed a two-year term as Chairperson of the NYSSCPA Personal Financial Planning Committee after serving as a member of that committee for nine years.
Acknowledgements
This episode of ACS Webinars™ is sponsored by the ACS Member Insurance Program. Learn more about services and benefits for members at http://www.acs.org/insurance.
The Fine Print
ACS Webinars™ does not endorse any products or services. The views expressed in this presentation are those of the presenters and do not necessarily reflect the views or policies of the American Chemical Society.