Watch Online
Date	February 6, 2012
Cost	Free
	We are bombarded by information about retirement, pensions, and saving for the future: internet, newspapers, newscasts, talk at work, our trusted advisers all have something to say. It’s so overwhelming that people freeze, the “deer in the headlights” effect. What will you, as a small business owner or nonprofit leader do if your cash flow dries up tomorrow? Do you have a plan? Do you know what you need to know to ask the right questions and make decisions? In this webinar, you’ll learn to gently question the common assumptions that our culture holds dear to their hearts about money, financial planning, and investing so you get a better grasp on your own financial stability. This interactive webinar will be presented by a planner who has worked with hundreds of families, small businesses, and nonprofits during the last 11 years. She will alert you to the host of errors that cause enormous stress, waste of time, money, and energy. She’ll focus on the 13 most common mistakes to bring some transparency and simplicity to the complex topic of retirement planning.
	Who Should Attend? small business owners nonprofit executives solo-preneurs
Instructor	Jeanne Brutman, Independent Financial Planner Jeanne Brutman is an independent fee-based financial planner for small to medium-sized businesses and savvy individuals. She conducts rigorous research and carefully monitors changes in the tax code and insurance law that affect financial planning. She then tracks financial products as they evolve to determine how clients can best take advantage of them. Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing: discretionary benefits retirement plans and planning workers compensation estate analysis and tax strategies retirement asset management business continuation and succession planning long-term investing strategies life, disability, long-term care, and group health insurance policies Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds several licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and she has spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for Continuing Education Credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, an organization that represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation, Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and was on the board of the nationally recognized nonprofit organization Savvy Ladies for five years. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Oprah Winfrey’s website, as well as many other publications and websiites. Jeanne also runs a weekly teleseminar on financial planning every Wednesday evening at 8 Pm ET. To register, go to her website www.askjeannebrutman.com.