Topic:  Retirement Planning for Lawyers: Facing the Challenges

MCLE Materials

The LAIPLA Small Firm/Solo Committee is presenting a lunchtime panel that will address retirement planning for lawyers of ANY size law firm, while also addressing some of the unique challenges facing solo and small firm practitioners.  Our panel of experts will cover a variety of issues germane to these topics, including options and strategies for retirement planning, succession planning, selling a firm, and others. Our panelist will also discuss a new state law requirement for firms to provide a workplace retirement savings program, known as CalSavers. The event will include an opportunity to network with fellow IP attorneys in the community.

A selection of sandwiches will be available at 12:15 and we will begin our panel at 12:30.

Los Angeles Intellectual Property Law Association (provider # 2083) certifies that the Small Firm / Solo Practitioners Fall Program has been approved for MCLE credit by the State Bar of California in the amount of 1.0 hours.

PRICING

SPEAKERS

Heath Goldman is the President/CEO of ICON Wealth and Legacy Partners. Heath acts as your financial architect.  Prior to joining ICON, Heath was a member of Sagemark Consulting’s Financial Planning team and worked for PaineWebber in their Private Client Group.

With his experiences, Heath is able to serve as a valuable resource to his client’s planning team by systematically addressing each need and helping to aid in achieving his client’s objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of the office, Heath is well versed to provide charitable planning advice in his daily discussions with clients.

Heath holds FINRA series 7, 63 and 65 registrations and is currently insurance licensed in CA and NC for life/health/disability.

Heath is a graduate of the University of Arizona, where he was a Rhodes Scholarship nominee. He is currently a board member of the University of Arizona alumni association and a founding member and past President of Zeta Beta Tau Southern California Alumni Association. Heath is married to Wendy and they have two children, Sydney and Riley. Heath enjoys sports and traveling with his family.

Michael Macauley, CFA®, CFP® is an Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care. Michael has been in the investment management business for over 19 years, working with both institutional pension plan sponsors, family office investors and with individual clients and their families.

Prior to SEIA, Michael worked with Wilshire Associates, a Santa Monica based investment consulting firm. He also worked with Julius Baer Investment Management, and with the Northwestern Mutual Life Insurance Company. He is a member in good standing of the CFA (Chartered Financial Analyst) Institute.

Michael is an active member of ProVisors, a Trusted Advisor organization. He is also a past member of Toastmasters International, a competitive public speaking organization. Michael was raised in Nigeria and in Czechoslovakia. Currently, he is a resident of El Segundo, California along with his wife and their two sons.

Michael received his MA in International Business from the University of Economics in Slovakia. He also received his MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP). Michael also received the Chartered Financial Analyst (CFA) Charter from the CFA institute in 2006.

Nur Nadir serves as a Vice President with American Business Bank (OTC Pink: AMBZ), a $2.2 Billion commercial bank with headquarters in Los Angeles. Nur is a Banker that serves as a Financial Partner to Principals, Business Owners and Founders. Prior to joining American Business Bank, Nur was a Banker with Silicon Valley Bank, Wells Fargo and Citizens Business Bank.

His focus includes providing asset and stock acquisition financing to allow companies and individuals to acquire existing practices and businesses. Other areas of focus include partner buy out financing, working capital (lines of credit), expansion and startup financing.

Nur has spoken and lectured on a number of panel discussions regarding commercial debt and finance topics. In addition, Nur served as a business plan judge for several years at the annual UCLA Knapp Venture Competition.

Nur is a graduate of The George L. Argyros School of Business and Economics at Chapman University. Mr. Nadir earned a Bachelor of Science Business degree with a double emphasis in Finance and International Business. While attending Chapman, Nur completed a 90 day management consulting project for Singapore Airlines while residing in Singapore. Nur has traveled to 20+ countries.