08 Feb February 8, 2016 – Rich Habits Tom Corley & Financial Planning for Entrepreneurs w Gregory Brennan
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Tom Corley – Bestselling Author of Rich Habits – The Daily Success Habits of Wealthy Individuals and Media Personality
Tom Corley understands the difference between being rich and poor: at age nine, his family went from being multi-millionaires to broke in just one night. For five years, Tom observed and documented the daily activities of 233 wealthy people and 128 people living in poverty. He discovered there is an immense difference between the habits of the wealthy and the poor. During his research he identified over 200 daily activities that separated the ”haves” from the ”have nots.” The culmination of his research can be found in his #1 bestselling book, Rich Habits: The Daily Success Habits of Wealthy Individuals Tom is a CPA, CFP and holds a master’s degree in Taxation. He is also president of Cerefice and Company, CPAs, one of the top financial firms in New Jersey. Tom has shared his insights on various national media outlets such as CBS Evening News, The Dave Ramsey Show, Yahoo Finance, Success Magazine, Kiplingers, MSN Money,and many others.
Gregory Brennan – Financial Advisor at Ameriprise Financial Services
Gregory M Brennan is a Financial Advisor and is Senior Vice President at Ashe, Cohen & Mackall, It is a financial advisory practice of Ameriprise Financial. At Ameriprise Financial, they believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. Greg asks the right questions and listen closely to your answers. He will then provide guidance and advice along the way, monitoring your progress and making adjustments to your plan as needed to ensure you stay on track. He focuses on Wealth Preservation, Tax Planning, Retirement Income and Women’s Financial Strategies.