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  • Dinner Meeting - Creating Financial Security for Consultants: 7 Issues You Can Address Right Now

Dinner Meeting - Creating Financial Security for Consultants: 7 Issues You Can Address Right Now

  • Monday, October 20, 2014
  • 5:30 PM - 8:30 PM
  • Conference Center at Waltham Woods, 860 Winter Street, Waltham, MA 02451

Registration


Our Affiliates:
ACPI-NE, WPI, ICF, IMCNE, ACE
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Consultants are busy building their practices and solving problems for their clients. Unlike employees, they do not have HR departments or default retirement plans to fall back on. This means that they need to be extra diligent. Fortunately, they can take a few simple steps that will vastly improve their financial situations.

In his years of practice as a financial planner, John Biebel has learned that nearly everyone has at least one financial issue he or she is avoiding and feeling anxious about. The good news, he has found, is that these issues usually can be readily addressed. Most people marvel at how quickly a major cause of stress can be eliminated. Bring your questions and be prepared to vanquish some financial anxieties!

John will suggest the most important financial issues for consultants to address, and will answer specific questions that arise during the presentation. Attendees will come away with a prioritized list of action items for minimizing risk and building retirement assets.

About Our Speaker:

John Biebel has provided investment, tax, estate, and charitable planning advice to families and individuals for over 15 years. He is passionate about helping clients identify their life goals, implement achievable plans, and minimize risks. He also has expertise in designing innovative philanthropic strategies. 


He graduated cum laude from Suffolk University Law School and received his bachelor of arts degree from Oberlin College. He is a CERTIFIED FINANCIAL PLANNER™ and keeps current with the ethical and educational requirements of that designation. He is a member of the Financial Planning Association, the Boston Estate Planning Council, and the Professional Advisors Network at The Boston Foundation. 

John lives in Newton with his wife and two daughters. He has kayaked much of the Maine coast and loves spending time outdoors with his family.

John's contact information:

John H. Biebel, J.D., CFP®

Director, Wealth Advisor

john@wellesleyinvestmentpartners.com

www.wellesleyinvestmentpartners.com

One Federal Street, Boston MA 02110

47 Church Street, Wellesley MA 02482

781-489-7626 (Direct office)

781-431-1325 (Receptionist)

617-791-3811 (Mobile)

 

 

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