There is NO CLE credit for this webinar.
Join industry professionals on February 10 at noon for a virtual webinar on “Three Perspectives on Financial Planning for Attorneys”. Learn how to minimize your income from a tax perspective. Maximize your income for lending purposes, and tips for a successful financial plan. Included will be tax strategies, debt management (student loans and mortgages). There will also be an opportunity to ask questions to the panelists.
Speakers include: Quinn Hart, Strothman + Co., Russell Soper, Lifetime Financial Growth (LFG) of Kentucky, and Brian Walters, Gradfin.
About our panelists:
L. Quinn Hart, Strothman & Co.
As the Partner in charge of the tax group, Quinn is responsible for making sure the Firm has the resources needed to serve tax clients well. This means ensuring the tax group has the right people, technology, and processes to efficiently handle tax compliance work, and the right training and other resources to help with longer term planning and special tax projects.
Quinn Hart has over fifteen years of experience helping business owners navigate the increasingly complex tax landscape to minimize their tax liability and help make compliance as simple as possible. She also provides the daily assistance that makes a difference in the operations of an entrepreneurial business.
Since many of the clients she serves do not have a CFO on staff, she stays accessible with ready answers to questions ranging from day-to-day general accounting to long-term business and tax planning.
Quinn is also the Partner in charge of the Professional Services industry segment at Strothman and Company which consists of clients in the fields of legal services, healthcare, advertising, and various other services.
Quinn works with many female business owners serving as the treasurer of the Louisville Network of Entrepreneurial Women (NEW). Quinn is also an allied professional member of the Louisville Bar Association.
Russell Soper, Lifetime Financial Growth of Kentucky
Russell is an Advanced Case Specialist with Lifetime Financial Growth (LFG) of Kentucky. In this roll he is responsible for the Training, Development, and Mentorship of new advisors to the agency. All this while continuing to build his own practice.
Over his decade plus of experience in the financial services industry, Russell has helped hundreds of families achieve their goals by opening their eyes to opportunities they didn't even know existed. While understanding the full scope of a financial plan, Russell has specialized in the areas of Income and Asset protection, Life insurance strategies, and Cash Flow management for individuals and business owners alike.
Russell, his wife, and 2 young children live in Louisville and are active in the community via adult and youth sports programs. Russell is an avid sports fan and plays softball and volleyball at a highly competitive level. Over last 15 years Russell has also coached various nationally ranked high school and club volleyball programs.
Brian Walters, GradFin
Brian leads GradFin’s business development team and spearheads many partnerships designed to grow the customer base. He started his career in Washington, DC, working for the Archon Group and more recently worked for the Goldenberg Group and Patriot Equities, both Real Estate Development Firms located in the Philadelphia area.
Brian holds a degree in Political Science from Northwestern University, where he was an All-American Swimmer. He qualified for the 2000 Olympic Trials, where he placed 3rd, one spot out of qualifying for the U.S. Team.
This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s).
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed. There is NO CLE credit for this webinar.
