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Session Information

Financial Planning

Session Type: Management
Track Number: M-9
Location: McCormick Place Lakeside Center
Room: E352
Speaker: Jim Weber, Dave O'Brien

Date: Sunday, October 05, 2008
Time: 9:00 AM - 9:50 AM

Description:

 

The purpose of this program is to assist each participant in the creation of a personal plan.  The program will focus on financial independence and how it is different for each individual. Each participant will be given a personal planning questionnaire to start the process.  We then discuss ways to build personal financial wealth and plan for the future working with their financial advisors

Speaker Bio:

   David O’Brien, CPA, joined James Weber as a member of Weber.O’Brien in 1985 specializing in the construction industry. He also leads the Contractor Industry Practice Group of Weber.O’Brien Ltd. Dave frequently speaks at construction industry groups and heads the firm’s contractor services group, which provides accounting, consulting, and tax services to over sixty construction related companies.

  James F. Weber, CPA is the founding member of Weber.O’Brien Ltd. Jim graduated from Bowling Green State University and began his career with an international CPA firm. Since 1980, Jim’s work with clients includes the areas of manufacturing, marketing, advertising, public relations firms, and logistics companies.  Jim’s focus has been in consulting services, providing professional support in merger and acquisition opportunities, strategic consulting, operational analysis, and litigation support. Jim is a CPA and a member of the American Institute of Certified Public Accountants.

To avoid any confusion or problems at the state level, NECA strongly recommends you check with your state authority prior to the Convention to find out whether they will grant CEUs for management education programs held at NECA 2008 San Fancisco. Find information on your state electrical contractor licensing boards.

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  • Welcome from NECA

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