You are Invited to Join Us for a Live Webinar

Wed, Sept. 18th, 2024 1:00pm (ET)

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You are Invited to Join Us for a Live Webinar

Wed, Sept. 18th, 2024 1:00pm (ET)

“Strategies to Tax Plan Your Way to Wealth for W-2 Employees”

Many of My Financial Coach’s AAPL clients are W-2 employees of both for-profit and not-for profit organizations. During the planning process our CFP®s are helping clients maximize the value of their employer sponsored benefits. During this webinar, Bill MacDonald (My Financial Coach’s CEO) will be joined by two Subject Matter Experts, Don Curristan and Trevor Lattin, from Executive benefit Solutions (EBS). EBS’s partners have worked with some of the largest healthcare organizations in the country bringing them innovative ideas to help attract, retain, and reward key employees.

This webinar will help you uncover areas for tax and retirement savings that you may be overlooking:

  • How to maximize your employer benefits to build wealth
  • Discover ways to reduce your taxable income
  • Convert pre-tax retirement savings into tax free income
  • Things to consider in your employment contract

This webinar will help you uncover areas for tax and retirement savings that you may be overlooking:

  • How to maximize your employer benefits to build wealth
  • Discover ways to reduce your taxable income
  • Convert pre-tax retirement savings into tax free income
  • Things to consider in your employment contract

Don Curristan

see bio

For the past twenty years, Don has served the benefit needs of client boards of directors and senior management in public, private and tax-exempt organizations. He focuses on the design, funding, implementation, and administration of select executive retirement, retention and performance- incentive plans to attract, retain and reward key talent. A featured speaker at professional associations, Don’s written work has appeared in the Credit Union Times, Western Independent Banker’s Magazine and the Foundation for Enterprise Development, “Ask the Expert” publication.

He earned his BS in finance from Arizona State University, and the CLU and ChFC professional designations. Don resides in San Diego with Melissa, his wife, and two daughters. He’s a board trustee for the Social Advocates for Youth, a golfer, skier and believer in the timeless quote: Nothing in the world can take the place of persistence . . .”

Read more about Bill MacDonald and My Financial Coach:

About Us

Trevor Lattin

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Managing Director for Orange County, CA, Trevor supports senior management in public, private and tax-exempt organizations on the design, funding, implementation, and administration of select executive benefit plans to attract, retain and reward key talent. He launched his career in professional services with Arthur Andersen in the audit and business consulting practices. Later, he held a leadership role at Resources Global Professionals advising C-suite executives on financial operations, strategy, process re-engineering, audit, and corporate governance with firms throughout the United States, Europe, and Asia.

Trevor earned his BS in accounting from the University of Southern California Leventhal School of Accounting. A proud, fifth generation Southern Californian, Trevor, along with his wife and children, live in Orange County and enjoy traveling together.