Retirement planning event for solo and small law firms

Fall 2019 LAIPLA Solo/Small Firm Panel

Loyola Law School

Topic: Retirement Planning for the Solo/Small Firm

Join our LAIPLA Solo/Small Firm Committee luncheon and networking event, which will focus on the timely and important issues of retirement and succession planning for the 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 for firm members and succession planning for the firm, including, for example, transferring ownership to a next generation of firm attorneys, selling the 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 also include a structured segment that emphasizes participation from the attendees, with the goal of developing relationships, within the community of solo/small firm IP attorneys.

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

LAIPLA Law Student Member (Early Bird): $20

LAIPLA Member (Early Bird): $30

Non-member (Early Bird): $40

Speakers: No fee

CANCELLATION POLICY

Pre-registration deadline is Monday, October 28th. After Monday, October 28th the registration fee increases by $10. Cancellations must be received by the pre-registration deadline of Monday, October 28th.

PARKING

Parking is not included with attendance fee. Parking is available for $9 at the Loyola Parking Lot. 

SPEAKERS

Heath GoldmanHeath 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 MacauleyMichael 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.

Questions? Contact the LAIPLA office at office@laipla.net or call 323-285-1654.

Sponsorship? See LAIPLA Sponsorship Opportunities 2019-2020 for this event and others.

DATE AND TIME
Friday, November 8, 2019
12:15 – 1:30 PM

LOCATION
Loyola Law School
Los Angeles, CA 90021

View Map

QUESTIONS?
Contact the LAIPLA office at office@laipla.net or call 323-285-1654.