As a successful lawyer, you spend your days helping others make smart decisions, but who helps you with your financial and business decisions? At Wurz Financial Services, we specialize in serving attorneys and their families, supporting them by equipping them with the knowledge and tools to take their business and finances to the next level.
One of the ways we do this is through our popular Business for Breakfast series, which we’re excited to announce is returning! If you want to walk forward in confidence, we invite you to join us for any and all sessions that interest you!
Here’s what you can look forward to:
March 3, 2022: 9:00 a.m. to 10:00 a.m.
Government Contracting 101 for Attorneys
Are you or your clients interested in learning more about the opportunities available in government contracting? In this session, we’ll discuss how government purchasing works, how to find opportunities most relevant for your business, the unique competitive advantage that small businesses have, and what KYPTAC does to help small businesses succeed in government procurement.
May 12, 2022: 9:00 a.m. to 10:00 a.m.
Paying Off Law School Debt
You are likely very familiar with law school debt! The average attorney graduates law school these days with well over $100,000 in student debt. (1) And thanks to inflation, law school is only getting more expensive. We’ll share with you strategies and best practices for paying down your student loan debt and maximizing your long-term wealth.
August 11, 2022: 9:00 a.m. to 10:00 a.m.
A Marketing Plan for Every Attorney
If you have all the clients you need, this session is not for you. But if you need a systematic approach to marketing and reaching more clients, be sure to attend. We’ll discuss how to focus on your ideal areas of practice and how to reach your ideal clients. Our Marketing Plan Template will outline the 12 vehicles you can use to build a stronger practice by proactively managing the client cycle.
October 13, 2022: 9:00 a.m. to 10:00 a.m.
Retirement Planning for Attorneys: Working Towards No Longer Having to Work
Longer life spans, mandatory retirement ages, and the disappearance of pensions have made careful retirement planning more important than ever. We will help guide you toward a “work-optional” lifestyle by sharing best practices and planning tips, as well as methods for avoiding critical investment mistakes.
January 12, 2023: 9:00 a.m. to 10:00 a.m.
Managing Cash Flow: 6 Simple Steps to End Cash Flow Problems
Most firms struggle with cash flow at one time or another. Or worse, they may find themselves dealing with inconsistent cash flow on a regular basis. We will review the 6 simple steps that could be implemented tomorrow to end your cash flow problems for good. It IS possible to effectively manage cash flow!
Here’s what you need to know to join us for these events:
When & Where
All sessions will take place from 9:00 a.m.–10:00 a.m. EST on Zoom. When you register, you will receive a link to the session.
The Fine Print
All sessions are pending approval for 1.0 CLE hour in Kentucky, Ohio, and Indiana. Each session is free for NKBA members and $25 for non-members.
You will be hearing from Darren Wurz and Mary Willenborg, two professionals who specialize in serving lawyers and providing strategies and models to solve their most pressing financial and business problems.
Darren is a co-owner and financial planner at Wurz Financial Services and holds a Master of Science in Financial Planning and the Certified Financial Planner (CFP®) designation. He specializes in providing his clients with sophisticated strategies that allow them to lead the life they want and preserve a legacy for their children.
Mary is the president of Park Place Business Improvement Strategies, a consulting firm that utilizes a process improvement methodology to solve business problems as well as document their solutions. Mary has over 20 years of experience working with law firms, providing them with a solid business framework that includes marketing plans as well as administrative and support processes.
Please Join Us!
Consider this your formal invitation! If you have any questions about this series, please reach out to us at 859-291-9879 or firstname.lastname@example.org today!
Darren Wurz is a co-owner and financial planner at Wurz Financial Services, an independent, family-owned financial services firm dedicated to helping its clients transition from their working life to a comfortable retirement with confidence. Darren received his Master of Science in Financial Planning from Golden Gate University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He specializes in serving the needs of attorneys and couples near retirement. He operates the Northern Kentucky/Cincinnati office of Wurz Financial Services and is an active member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association. To learn more about Darren, connect with him on LinkedIn.