Skip to main content

Financial Advisors and Retirement Planners for Attorneys and Couples

Business For Breakfast Event Announcement

By Darren Wurz

At Wurz Financial Services, we care about educating our clients and giving them the knowledge and tools they need to make the right decisions for their lives and walk forward in confidence. While we serve people from many walks of life, a large portion of our client base is attorneys and their families. Successful lawyers spend their days helping others to make smart decisions, but who helps them with their decisions about their own business and money?


We’re excited to announce a Business for Breakfast event series to help you prepare for your financial future as well as take your business and finances to the next level. We invite you to join us for any and all sessions that interest you.


Here’s what you can look forward to:

March 14, 2019

It’s The Economy, Dummy: How To Survive The Next Recession

If you want to protect your firm from the next recession, we’ll share strategies you can adopt today to prepare yourself and your firm for what history teaches us will be the inevitable next recession.

Registration Closed

May 9, 2019

Marketing Plan For Attorneys

Do you want to grow your firm but don’t know where to start? You need a systematic approach to marketing and reaching more clients. In this session, we’ll discuss how to focus on your ideal

areas of practice, your ideal clients, and the 12 vehicles you can use to build a stronger

practice. We’ll also provide a marketing plan template for easy implementation.

Register Here

August 8, 2019

Retirement Planning For Attorneys: Working Toward No Longer Having To Work

The retirement landscape has changed. We now face a host of challenges in the form of living longer, mandatory retirement ages, and the disappearance of reliable pensions. Thankfully, with careful planning, these obstacles to your ideal retirement are not impossible to overcome. We’ll take the time to help guide you toward a “work-optional” lifestyle by sharing best practices

and planning tips, as well as methods for avoiding critical investment mistakes.

Register Here

October 10, 2019

LinkedIn For Lawyers

LinkedIn is essential for reaching prospective clients. Are you maximizing this tool to improve your digital presence and gain more clients? We’ll show you tips for building a stronger keyword-enriched profile and developing your network of contacts. We’ll teach you how to join the most valuable groups for your practice and how to develop a strategy for effectively sharing relevant and useful content. Most importantly, we’ll show you how to utilize your network to connect with new clients.

Register Here

January 9, 2020

Your Lawyer Legacy 2020: Setting Up Your Practice For Succession & (Possibly) Sale

Succession, transition, and retirement are facts of life and some of the biggest challenges facing attorneys and firms of all sizes. The survival of your firm will depend on coming to grips with succession and transition and developing a plan early. We’ll share expert advice and step-by-step action plans that will help you feel confident and prepared for any transition.

Register Here


The Details

Here’s what you need to know to join us for these events:

When & Where

All our sessions will take place on the second Thursday of every other month from 8:00 a.m. – 9:00 a.m. The Northern Kentucky Bar Association is hosting our events in their conference room, located at:

529 Centre View Boulevard

Crestview Hills, KY 41017

The Fine Print

You will receive 1.00 general continuing legal education (CLE) credit per session pending in Kentucky & Ohio. Each session is $25 and includes a continental breakfast.

Your Presenters

You will be hearing from Darren Wurz and Mary Willenborg, two professionals who specialize in serving lawyers and providing strategies and models to solve their most pressing financial and business problems.

Darren Wurz

Darren is a co-owner and financial planner at Wurz Financial Services and holds a master’s of science degree in financial planning and Certified Financial Planner (CFP®) designation. He specializes in providing his clients with sophisticated strategies that will allow them to lead the

life they want and preserve a legacy for their children.

Mary Willenborg

Mary is the president of Park Place Business Improvement Strategies, a consulting firm that utilizes a process improvement methodology to solve business problems as well as document their solutions. Mary has over 20 years of experience working with law firms, providing them with a solid business framework that includes marketing plans as well as administrative and support processes.

You Are Invited!

Consider this your formal invitation! To RSVP for this event, register at the links above or each out to us at 1-888-510-2362 or Space is limited, so if you are interested, sign up today! We can’t wait to connect with you and guide you on your journey.

About Darren

Darren Wurz is a co-owner and financial planner at Wurz Financial Services, an independent, family-owned and operated financial services firm dedicated to helping its clients transition from their working life to a comfortable retirement with confidence. Darren received his master’s of science in financial planning from Golden Gate University and also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He operates the Northern Kentucky/Cincinnati office of Wurz Financial Services and is an active member of the Covington, KY rotary club, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. To learn more about Darren, connect with him on LinkedIn.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck