basics of personal financial planning

basics of personal financial planning

Part I – Financial Planning 101
How To Get Started
Financial Plan, Budgeting, Net Worth
Who Can Help?
Basics of Investing

Coffee Break

Part II – RSP Strategies and Retirement Planning
Strategies (RSP and Non-Registered)
Options at Retirement
Insurance Products (Tax-efficient Investing)




Wayne Lippman has had a distinguished career as a California CPA, managing an accounting practice that has delivered world class tax, accounting and financial services to a wide range of individual and business clientele. Since 2007, he has run his own accounting firm, Lippman & Associates, http://irs.gov - more information from the IRS resource. http://www.taxaudit.com - Get additional info regarding tax audits and auditing. https://en.wikipedia.org/wiki/Tax - Obviously WikiPedia is the daddy for finding your way through the most important tax and accounting sites.





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Part I – Financial Planning 101How To Get StartedFinancial Plan, Budgeting, Net WorthWho Can Help?Basics of InvestingCoffee BreakPart II – RSP Strategies and Retirement PlanningStrategies (RSP and Non-Registered)Options at RetirementInsurance Products (Tax-efficient Investing)Wayne Lippman has had a distinguished career as a California CPA, managing an accounting practice that has delivered world class tax, accounting and financial services to a wide range of individual and business clientele. Since 2007, he has run his own accounting firm, Lippman & Associates, http://irs.gov - more information from the IRS resource. http://www.taxaudit.com - Get additional info regarding tax audits and auditing. https://en.wikipedia.org/wiki/Tax - Obviously WikiPedia is the daddy for finding your way through the most important tax and accounting sites.Wayne Lippman | wayne lippman real estate | wayne lippman miami | wayne b lippman | wayne lippman brooklyn | wayne lippman bid rigging | wayne lippman rww properties | penny lippman | lippman associates | Wayne Lippman CPA | Wayne Lippman Walnut Creek | Wayne Lippman Tax Tips | Wayne Lippman Accountant | Wayne Lippman Accounting | Wayne Lippman Oakland | Wayne Lippman San Francisco | Lippman & Associates | Retirement | Investment | Investing | Investing Basics | Wayne Lippman Walnut Creek | Wayne Lippman Tax Tips | Wayne Lippman Accountant | Wayne Lippman Accounting | Wayne Lippman San Francisco | Lippman & Associates | #waynelippman | CPA Wayne Lippman | Wayne Lippman Tax Planning | Tax Tips | Tax Tips 2015 | Tax Tips for consumers | Save money on taxes | Lippman & Assocaites CPAs

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Part I – Financial Planning 101
How To Get Started
Financial Plan, Budgeting, Net Worth
Who Can Help?
Basics of Investing

Coffee Break

Part II – RSP Strategies and Retirement Planning
Strategies (RSP and Non-Registered)
Options at Retirement
Insurance Products (Tax-efficient Investing)




Wayne Lippman has had a distinguished career as a California CPA, managing an accounting practice that has delivered world class tax, accounting and financial services to a wide range of individual and business clientele. Since 2007, he has run his own accounting firm, Lippman & Associates, http://irs.gov - more information from the IRS resource. http://www.taxaudit.com - Get additional info regarding tax audits and auditing. https://en.wikipedia.org/wiki/Tax - Obviously WikiPedia is the daddy for finding your way through the most important tax and accounting sites.





Wayne Lippman | wayne lippman real estate | wayne lippman miami | wayne b lippman | wayne lippman brooklyn | wayne lippman bid rigging | wayne lippman rww properties | penny lippman | lippman associates | Wayne Lippman CPA | Wayne Lippman Walnut Creek | Wayne Lippman Tax Tips | Wayne Lippman Accountant | Wayne Lippman Accounting | Wayne Lippman Oakland | Wayne Lippman San Francisco | Lippman & Associates | Retirement | Investment | Investing | Investing Basics | Wayne Lippman Walnut Creek | Wayne Lippman Tax Tips | Wayne Lippman Accountant | Wayne Lippman Accounting | Wayne Lippman San Francisco | Lippman & Associates | #waynelippman | CPA Wayne Lippman | Wayne Lippman Tax Planning | Tax Tips | Tax Tips 2015 | Tax Tips for consumers | Save money on taxes | Lippman & Assocaites CPAs