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Financial Advisors and Retirement Planners for Attorneys and Couples

Business for Breakfast 2020 Series for Attorneys

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 the return of our Business for Breakfast 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:

January 16, 2020 - 8am to 9am

Succession Planning Part 1: Preparing Your Firm for Sale or Transition

Succession, transition and retirement are facts of life and some of the biggest challenges facing attorneys and law firms of all sizes. We will discuss the initial steps of defining the firm, identifying the key players, and determining what the firm may be worth.

 

Register Here

 

March 12, 2020 - 8am to 9am

Succession Planning Part 2: Options for How to Sell a Firm and How to Fund a Purchase

Roughly 35% of law firms have a documented succession plan, leaving upwards of 65% unprepared for owner retirement or transition. We will examine basic succession strategies, dealing with death and disability, and some of the possible funding options for a buy-out.

 

Register Here

 

May 14, 2020 - 8am to 9am

Succession Planning Part 3: How to Make Implementation of a Sale Successful

A documented succession plan can help ensure adherence to the agreed-upon transition process for all parties, resulting in a successfully implemented sale. We will provide tips for the transfer of day-to-day responsibilities and strategies for ensuring the retention of current clients.

 

Register Here

 

August 13, 2020 - 8am to 9am

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

The retirement landscape has changed. We now face a host of challenges including 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 15, 2020 - 8am to 9am

Managing Cash Flow: 6 Simple Steps to End Cash Flow Problems

Most businesses struggle with cash flow at one time or another. Even worse, they may find themselves dealing with inconsistent cash flow on a regular basis. We will review the 6 simple steps that could be implemented tomorrow to end your cash flow problems for good. It IS possible to effectively manage cash flow.

 

Register Here

 

January 14, 2020

Controlling the Ebb and Flow of New Business

It's an age-old problem... When you have clients, you are too busy handling their cases to look for new clients. Then you have too few clients, which means no revenue. We will teach you how to proactively manage this cycle by defining it, learning to prepare for it, and discovering ways to take advantage of it.

 

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 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 free for NKBA members and $25 for non-members 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 859-291-9879 or dpw@fortunefinancialservices.com. 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.

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