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Archive for [ December, 2009 ]


12/15/09

Presentation at the Manchester Chamber of Commerce

Tom Scanlon

Thomas F. Scanlon, CPA, CFP®, Borgida & Company, PC and Raymond James Financial Services, Inc., member FINRA/SIPC, 360 East Center Street, Manchester will present "The Seven Sins of Personal Financial Planning"™ for the Greater Manchester Chamber of Commerce.

This interactive session will clearly explain the seven steps one needs to take charge of their personal finances.  

Date:   January 19, 2010  
Time:
   8:00 a.m. – 9:30 a.m.
Place:
  Greater Manchester Chamber of Commerce  
20 Hartford Road
Manchester, CT 06040
RSVP: 
(860) 646-2223
e-mail amy@manchesterchamber.com
Price:  Members are free.

Non-members please call the Chamber for fee.


12/9/09

Presentation at East Hartford High School

Tom ScanlonTom Scanlon, CPA, CFP® was recently a guest speaker at East Hartford High School. Tom's presentation with the senior students provided an overview on personal finance including savings, loans, credit cards, and home ownership.

   

   

   


12/9/09

Where…EXACTLY…do you live?

Recently, hedge fund manager, Julian Robertson, avoided $27 million (yes, million) in New York City taxes.  He was able to prove he was outside the city and, therefore, not a resident of the city.  How did he do this?  His assistant kept detailed records of his time. more…


12/7/09

Give…And Keep It “All In The Family”

Individuals may give up to $13,000 per year to an unlimited number of people.  This is known as the annual exclusion.  more…


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