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Wednesday, May 16 • 12:00pm - 12:50pm
Personal Financial Planning for Entrepreneurs FULL

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Entrepreneurs are often preoccupied with the financial aspects of their businesses and often overlook how intrinsically related their own personal finances are to those of the business. This session will help you gain a better understanding of your personal financial situation and how that relates to your business. we'll meet with personal financial planning, estate planning, and tax planning experts for a panel discussion.

About our experts

Gina Weinberger

Weinberger Law, LLC focuses on estate planning, probate, and real estate law – areas touching the core of people’s lives. Attorney Gina Weinberger provides relationship-driven legal counsel in a professional and direct manner. She is a member of the Colorado Bar Association, Boulder Bar Association, Boulder County Estate Planning Council, and the Boulder Area Rental Housing Association. On the weekends you might find Gina – with her husband Chris and their dog Roux – exploring the outdoors or visiting a local brewery.

ginaweinbergerlaw.com

Boulder, CO

Alicia Utley

As an Enrolled Agent, I represent clients in the areas of tax preparation, tax planning, tax resolution and tax audits. I prepare tax returns for individuals, Corporations, LLCs, Partnerships, Non-Profits, Trusts, Estates and more. I also prepare quarterly and annual returns for small employers as well as Sales and Use tax returns. I assist clients who are creating a new business with choosing the right type of entity. I work mostly with LLCs, Corporations, S-Corporations, Non-Profit Corporations and Sole Proprietorships. After creating your new entity, I assist with setting up your accounting system and make sure you are on track for your taxes. I represent clients who have been audited by the IRS or Department of Revenue. I represent clients who owe back taxes, including income tax, employment tax and sales tax. These remedies include a reasonable payment arrangement, non-collectible status or a compromise of your balance.

infinite-tax.com

Boulder, CO

Martha J. Wichman

As an independent insurance advisor specializing in life, long term care, and disability lines, I strive to provide my clients with the best possible approach to obtaining insurance. For more than 10 years as an insurance producer, and more than 14 years in the Estate Planning legal landscape, I have seen the benefits of planning come to fruition for many clients over the years. I have worked alongside Estate Planning Attorneys, CPA’s, Financial Advisors, and other Insurance Professionals, helping families and business owners retain their ‘Dignity of Control,’ over their legal, financial, and personal well-being. I especially enjoy being an advocate for my clients while navigating the ever changing insurance marketplace, working with more than thirty top rated insurance carriers. I work for the benefit of my clients, not that of any particular insurance company. Let’s make a plan and explore the options that suit your needs.

giftofloveinsurance.com

Longmont, CO


Speakers
avatar for Adriana Sodja

Adriana Sodja

Founder, Avva Financial LLC
I am a money coach delivering personal financial wellness to the workforce. I help companies develop financial wellness programs to augment their benefits package. | Through my company, Avva Financial, I help companies realize the increases in employee productivity, engagement an... Read More →


Wednesday May 16, 2018 12:00pm - 12:50pm
Galvanize (Half - B) 1023 Walnut St., Boulder, CO 80302

Attendees (125)


Waitlist (20)




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