Building a Strong Financial Future: Essential Planning Strategies for Court Reporters at Any Age

This webinar will cover topics such as basic financial concerns, financial literacy, revenue streams, life and business insurance, business structures, estate preservation, and retirement planning. Whether you’re just starting or feel like you’ve missed your window, this session will provide practical insights and guidance tailored to court reporters.

If you’re asking yourself any of the following questions, this webinar is for you! 

• What are basic financial concerns for people my age? Am I too old to get started? Have I missed my window of opportunity to build a strong financial future (even at my age)? How do I even start looking at my situation? Where do I begin? 
• Basic financial concepts: I haven’t had any financial education – is it too late to learn? More importantly, is it too difficult to understand? 
• Financial planning: Does my current revenue stream support all of my goals and dreams? 
• Life insurance: Why do I need it?
• Other insurance protections: What else should I be thinking about? 
• Business structure: LLC vs. S-Corp vs. “just winging it” 
• Estate preservation: Do I need more than a will? What’s a trust? 
• Retirement planning: What’s the best scenario for me?

How to obtain CEU credit

• To obtain Continuing Education Unit (CEU) documentation for viewing this webinar, email kathy.dilorenzo@planetdepos.com. You will be required to answer two questions related to the content of the webinar. 

Brian Altounian:

Brian’s background includes business development, finance, operations and administration, and he has applied his skills to a variety of start-ups, Fortune 100 companies, and public and private organizations.

He currently provides financial advice to individuals, families and companies, working in the areas of investments and insurance products and services through his Harbor Light Financial Strategies company, and is the co-founder/co-host of a weekly podcast supporting the Special Needs community called Just Two Dads.

Brian holds an MBA from Pepperdine University and an undergraduate degree in psychology from UCLA. He currently sits on the Board of YIC Unity, an educational program preparing young adults with disabilities for positions in music and entertainment, and he is a Board member of We Are Brave Together, a non-profit organization supporting mothers of special needs children. He is a frequent speaker and presenter, and truly loves his work in spreading financial education and literacy around the country. He is a loving father of three and resides in Los Angeles, CA.