Personal Finance Essentials: Preserve Build Protect

october, 2016

2016sat22oct10:00 amsat1:00 pmPersonal Finance Essentials: Preserve Build Protect10:00 am - 1:00 pm KLR Office, Suite 300, 800 South St, Waltham, MA 02453

Event Details

Join OPEN New England for a program designed to help you preserve, build, and protect your personal finance.

Program

09:45 AM Registration
10:00 AM Welcome, acknowledgments, and program review
10:15 AM Preserve: Keeping more of what you make. Tax planning, starting a business and choice of business entity, Speaker: Yasmin Causer, CPA/PFS
10:45 AM Build: Investing overview, strategies, and risk tolerance, Speaker: Tariq Malik
11:15 AM Protect: Estate & wills planning. Protection from creditors and unintended beneficiaries, Speaker: Yasmin Causer, CPA/PFS
11:45 AM Closing
12 PM-1 PM Lunch & Networking

Speakers for this event

  • Tariq Malik

    Tariq Malik

    Tariq Malik has been an investor and wealth manager for over 20 years and is Managing Partner of Ammana Investments

    Tariq Malik has been an investor and wealth manager for over 20 years and is Managing Partner of Ammana Investments. Tariq has extensive experience in portfolio management and asset allocation via equities, bonds, commodities, high-end residential real estate and private equity. Tariq’s expertise falls into three categories: Asset and Liability Management Financial Planning Estate Planning Strategies Tariq began his career with Merrill Lynch and New England Financial Group. Tariq has an MBA from Georgia Southern University and attended the Boston College Executive Management Program. Tariq is active in several community organizations and has served on the board of the Human Development Foundation.

    Tariq Malik has been an investor and wealth manager for over 20 years and is Managing Partner of Ammana Investments

  • Yasmin Causer

    Yasmin Causer

    CPA/PFS, CFP, TEP, AEP

    Yasmin Causer is a Principal in the Private Client Services Group at KLR. Yasmin has over twenty-five years of public accounting experience advising high net worth individuals and their families in tax matters arising out of complex financial structures comprising of closely held businesses, various forms of trusts, family limited partnerships, and private foundations. In addition to federal, multi-state, and international income tax compliance and planning matters, Yasmin’s focus is on helping individuals and families manage, monitor, and evaluate their financial situation. She also advises clients on gifting strategies, philanthropic planning, and multi-generation wealth transfer opportunities. Yasmin received a BS in Accountancy (Cum Laude) from Bentley University and an MS in Taxation from Golden Gate University. Yasmin’s various professional affiliations consist of: membership in the American Society of Certified Public Accountants (AICPA) where she is a founding member of the AICPA – Family Office Group; Membership in the Boston Estate Planning Council (BEPC) where she serves as a Member of the Board; Membership of The Society of Trust and Estate Practitioners (STEP) where she serves on the steering committee; and membership of Massachusetts Society of Certified Public Accountants. Yasmin enjoys community involvement and serves as a treasurer for Kids4Peace Boston, an organization cultivating future interfaith peace leaders, and The Legacy Dialogues, an organization providing a forum to facilitate achievement of high impact through philanthropy.

    CPA/PFS, CFP, TEP, AEP

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