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FAILING TO PLAN is PLANNING to FAIL

Presenter: Ronald D. Rudich
Date: Sept. 27, 2018
Time: 12-1 pm EST/ 11-12 am CST / 9-10 am PST

 

 

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Overview:

We all deal with our daily lives as if we have to apply ourselves “in the moment.”

That is a feeling that we had in our 20s and possibly in our 30s; however, we shouldn’t forget to PLAN for to Ourselves later in life.  That is our personal way of Providing, Protecting, and Preparing for the eventual day and time period when we are in retirement.

Maybe, just maybe, you think that you will be able to work until the day you die!!  But, what if what we hope for doesn’t come true.  Who are you going to be able to depend upon to provide you with at least food and shelter?

We must be proactive for ourselves!  We must be attentive to our future needs!  We must be vigilant and cautious in preparing for the unknown!

Let’s discuss what you should be doing NOW to prepare for that eventual period in our lives.

 

 

About Ronald D. Rudich:

Mr. Rudich is the Senior Director of Business Valuation and Litigation Support Services for Gorfine, Schiller & Gardyn, P.A., a 96 member Baltimore area CPA and business consulting firm. His responsibilities include valuations of closely held and publicly traded companies, machinery and equipment appraisals, strategic business planning, budget and forecasting services, business consulting, business loss computations, depositions, and court testimony.

Ron has written five white papers; (1) Multiple Uses of Comparative Industry Data, published in IBA’s Business Appraisal Practice, Third/Fourth Quarter 2015, (2) Why Valuation Experts Should Not Use the Term ‘Nonmarketable’, published in Business Valuation Update, September 2015 by Business Valuation Resources, LLC, (3) Rudich DLOM Verification Formula, published in IBA’s Business Appraisal Practice, 2013 Third Quarter, (4) Valuing the Difference Between Voting and Non-Voting Shares of Stock, published in Business Valuation Update, November 2010, and (5) Analyzing the IBA Database Transactions Results, published in the Business Appraisal Practice, Winter 2006/2007.

For the Institute of Business Appraisers, he was elected as Chair of the Board of Governors for a two-year term in June 2012 and appointed to the Board for a three-year term in June 2011, appointed as Chair of the Accredited in Business Appraisal Review (ABAR) Appeals Task Force that provides technical guidance and support on ABAR reviews as of January 2011, and was a report reviewer for the Quality Review Committee (QRC) for those seeking a credential certification from 2008 to 2016.

Mr. Rudich was named a “Business Valuation and Financial Forensic Master”, as part of the National Association of Certified Valuators and Analyst’s Industry Titans awards at their June 2016 Conference. He was selected into the Founders Circle of the of the Alliance of Merger & Acquisition Advisors in January 2013, elected to the Advisory Board in 2004, and received the 2008 Chair of the Year award in January 2009. He was admitted to the Westlaw Round Table Group, Washington, DC expert network as a Round Table Scholar in January 2009 and recognized by SmartCEO as one of the Top CPAs in the Baltimore/Washington, DC area in their September 2008 issue.