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Retirement Plans for Business Owners

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Cal State Fullerton - Irvine Campus

1 Banting

CSUF Startup Incubator

Irvine, CA 92618

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Whether you are a college student working on your first startup or are in the process of retiring after growing a business for decades you can benefit from this talk by Maureen Tschopp, CFP®, CRPC®. Maureen is a Financial Advisor at Merrill Lynch Wealth Management and daily advises high net worth business owners on their retirement plans. At this talk, Maureen will walk the audience through her process for working with entrepreneurs on how to set them up for life after running a business. How much money does one need for retirement? Should you sell your business before you retire? What should you be investing in? And what if retirement is decades away? What if you don't actually plan on retiring in a traditional sense?

More about Maureen Tschopp

Maureen provides sophisticated financial strategies to help meet clients' goals and needs. She takes pleasure making clients feel comfortable by proactively managing their portfolios and communicating effectively and efficiently. She shares a disciplined, long-term approach to investing that seeks to preserve and enhance clients' wealth.

As a Certified Financial Planner™ CFP® professional Maureen implements a holistic strategy to financial fitness and wealth management by identifying your financial goals, what is important to you and considers both sides of your balance sheet.

Maureen has been a financial professional since 1987 and worked at Bank of America, Wells Fargo Home Mortgage, Comerica Bank, and joined Merrill Lynch in 2011. She graduated from CSUF with a BA in Business. She has her Series 7 and 66 FINRA registrations and insurance and annuity licenses. She earned the CFP® certification awarded by the Certified Financial Planner Board of Standards Inc. and the CRPC® designation through the College for Financial Planning.

Maureen can deliver all that Merrill Lynch has to offer:

Advice and Planning
Retirement
Banking from Bank of America, N.A.
Credit and Lending from Bank of America, N.A.
Estate Planning Services
Investments
Strategies for Business
Tracking Progress

Maureen lives in Rancho Santa Margarita with her family and pets. She enjoys working out at the gym, indoor and outdoor cycling, hiking, gardening, and entertaining. She is a member of the CSUF Ambassadors Group, Titan Women’s Collective and co-chairs the Titan Women’s Collective Scholarship Fund. She is a member of Merrill Lynch’s Women’s Exchange and co-chairs Philanthropy and is the NAWBO (National Association of Women Business Owners) Ambassador. She mentors aspiring young entrepreneurs and teaches financial literacy to our next generation.

Connect with Maureen on LinkedIn: https://www.linkedin.com/in/maureen-tschopp-cfp%C2%AE-crpc%C2%AE-ba714ba/

About Seminars at the CSUF Startup Incubator

The CSUF Startup Incubator is dedicated to helping enrich the entrepreneurial community through advising and the hosting of seminars with subject matter experts. Our seminars are built to empower attendees with actionable strategies and information that they can use to launch and/or grow their businesses.

Entrepreneurs who are working on launching a concept are encouraged to apply to become a part of the CSUF Startup Incubator. At the CSUF Startup Incubator, entrepreneurs work with our experts over the course of six months to develop and launch an effective startup strategy.

Entrepreneurs who already have a business and are looking for new ways to grow or to address existing issues would be an excellent fit for the CSUF Consulting program. Clients of this program work with a team of students, a mentor, and professor to create a comprehensive strategic plan that will align the business for future success.

Directions and Parking

If you do not already have a parking pass for California State University, Fullerton then parking is available on the Irvine campus for a fee. Please park in the lot in front of the building with the California State University, Fullerton marquee on it. The CSUF Startup Incubator is located on the first floor of the building with the Western State Law School marquee on it. The CSUF Startup Incubator office is located on the first floor and it is the first room on the right after entering the front of the building.

There are limited spots available outside the Cal State Fullerton building where you can pay for parking by the hour or you can purchase a day pass. For more information about parking on the CSUF Irvine campus, please go here: http://www.fullerton.edu/irvine/about/campusmap.php

Google Map link to the CSUF Startup Incubator office in Irvine: https://goo.gl/maps/yoqF3UHUUDD2

Note: Please remember to park on the Cal State Fullerton side of the parking lot and pay for parking. We are unable to dismiss parking tickets at either Cal State Fullerton or Western State Law School.

Parking at CSUF Irvine


#CSUF

For more details on CSUF Entrepreneurship:
http://business.fullerton.edu/Center/Entrepreneurship/

For more details on how we help people become entrepreneurs:
http://business.fullerton.edu/Center/Entrepreneurship/Incubator

For more details on how CSUF Consulting can help businesses thrive:
http://business.fullerton.edu/Center/Entrepreneurship/Consulting

Attend one of our events for entrepreneurs or sign up for a free mentoring session:
http://bit.ly/CSUFEntrepreneurEvents

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Date and Time

Location

Cal State Fullerton - Irvine Campus

1 Banting

CSUF Startup Incubator

Irvine, CA 92618

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