Young Professionals Tax Chat with the Experts

Young Professionals Tax Chat with the Experts
. Please Note --> This is a Past Event!! .

Date: 2/1/2012
Time: 3:00 pm TO 5:00 pm

Eau Claire Area Chamber of Commerce
101 N Farwell St, Ste 101
PO Box 1107
Eau Claire, WI 54702

(715) 834-1204

Event Description: Join Donna Murr and Lucretia Mattson of CliftonLarsonAllen for a presentation on Tax Planning as a Young Professional.  At the end of this session, you will be better equipped to:  identify and reach your financial goals and objectives, develop and implement your personal financial plan, minimize your income taxes, understand "tax-efficient" investing and savings strategies, take the initiative to save for your retirement and identify and address the risks which may prevent you from reaching your goals.

Lucretia Mattson is a seasonal tax director with CliftonLarsonAllen specializing in individual taxation. She has co-authored several articles for various publications and has presented professional education seminars for the Wisconsin Institute of CPAs. She is a past recipient of the University of Wisconsin—Eau Claire Outstanding Teacher Award and the Outstanding Service Award. Lucretia was a professor in the in the Accounting & Finance Department at UWEC for 32 years teaching tax courses, Personal Financial Planning, Introductory and Intermediate Accounting. She currently serves as the secretary of the Wisconsin Accounting Examining Board.

Donna Murr is currently a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors LLC and has been with the firm for 13 years. Donna brings over 26 years of experience to her role as personal financial planner. She specializes in retirement planning and cash flow analysis, income tax planning, college funding analysis, estate planning, risk management, investment advisory, divorce planning and business succession planning services. Donna received a B.B.A in accounting from UW-Eau Claire. She is involved with the Financial Planning Association (FPA), Minnesota Chapter of FPA, Institute for Divorce Financial Analysts, graduate of Leadership Eau Claire, Ambassador for Eau Claire Area Chamber of Commerce and is a Public Charity Advisor for Eau Claire Community Foundation. Save to Outlook


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