05/10 Presentation: Money Saving Strategies During Transition – Bill LaChance

posted May 9, 2017, 3:39 AM by PSGMC Staff

Learn about strategies to help deal with cash flow during career transition on Wednesday, May 10, at the Parsippany-Troy Hills Library, 449 Halsey Road, during a presentation by independent financial advisor Bill LaChance.

Health insurance, taxes, college costs and investment fees are some of the topics he will address beginning at 9:30 a.m.  His presentation will cover a number of strategies which may help with cash flow during a career transition, focusing on those which may not be well known or understood. He will answer questions about medical insurance through the Affordable Care Act, tax implications of 401k/403b rollovers and withdrawals, tax deductibility of job hunting expenses, strategies to take advantage of lower marginal tax rates during a transition and potential adjustments to financial aid.


Bill LaChance is an independent financial advisor based in Chatham, NJ.  Bill offers a unique flat fee program and focuses his practice those going through or contemplating a career transition. Prior to launching his financial planning practice, Bill spent 22 years in corporate finance in the retail industry and before that was a CPA with a large accounting firm.   Bill has a B.S. in Accounting from Bryant University, an MBA in Finance from Indiana University and completed the Financial Planning Certificate program at Fairleigh Dickinson University.  Bill is also an Enrolled Agent authorized to represent taxpayers before the IRS and provides tax consulting and preparation services. 

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