Personal Finance Management

#The #event #will #be #from #6:00-8:00 #pm #at #Bell #Laboratories #Alcatel-Lucent #600 #Mountain #Ave #Murray #Hill #NJ #in #room #6A-106. #starts #with #a #get-together #pizza #and #soft #drinks #the #presentation #6:30 #pm.
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This talk is to give some general ideas on personal financial management, which include three parts. First, it helps to review the personal budget, including the expense/income percentages, set -up and tracking of budget and debt reduction. Secondly, it will talk about the tax planning and preparation, which will cover W-4(s), 401(k) plans/Company Stock Plan, IRAs and Other pre-tax expenses. Lastly, this talk will discuss the different insurance plans, such as Medical, Life, Auto, Homeowners/Rentals. It aims to help both engineering students and professional engineers to better manage their finance.

  Date and Time

  Location

  Hosts

  Registration


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  • 600 Mountain Ave
  • Murray Hill, New Jersey
  • United States 07974
  • Building: Bell Laboratories-Alcatel-Lucent
  • Room Number: 6A-106
  • Click here for Map
  • Contact Event Host
  • Dr. Dandan Wang(GOLD Chair) wangdan79@hotmail.com Dr. Zhiwei Mao (WIE Chair) zmao@fdu.edu Dr. Adriaan J. van Wijngaarden (EXCOM NJ Section) alw@research.bell-labs.com
  • Co-sponsored by North Jersey GOLD & WIE
  • Starts 30 September 2011 02:20 AM UTC
  • Ends 09 November 2011 08:00 PM UTC
  • No Admission Charge

  Speakers

Edward Colville

Topic:

Personal Finance Management

This talk is to give some general ideas on personal financial management, which include three parts. First, it helps to review the personal budget, including the expense/income percentages, set -up and tracking of budget and debt reduction. Secondly, it will talk about the tax planning and preparation, which will cover W-4(s), 401(k) plans/Company Stock Plan, IRAs and Other pre-tax expenses. Lastly, this talk will discuss the different insurance plans, such as Medical, Life, Auto, Homeowners/Rentals. It aims to help both engineering students and professional engineers to better manage their finance.

Biography: Edward Colville is the owner of Edward J. Colville LLC, an Accounting & Tax Consultants Firm. Edward graduated from Fordham University with a Bachelor’s Degree in Accountancy. He is a Certified Public Accountant licensed by the State of New York. He started his career in public accounting and has experience in the Media, Entertainment, Financial Services, and other industries as well. He has worked in the finance & accounting departments in both large publicly traded companies and small to mid-sized private companies. Edward also has experience and a vast knowledge of small businesses, individual & business taxation, and business formation. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Insurance Internal Audit Group (IIAG).

Edward Colville

Topic:

Personal Finance Management

Biography:

Address:New Jersey, United States