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Lunch & Learn: Financial Planning for Private Practice Practitioners

Event Date:

January 18, 2022

Event Time:

12:00 pm

Starting a private practice means forgoing some stability and certainty an agency position may bring. Once you are on your own, there won’t be any automatic contribution to your IRA plan from an employer, or an agency to manage your IRA account. From there, the responsibility of planning for your financial future falls solely on you. It is important for private practice solo practitioners or group practice owners to empower themselves with financial knowledge that help them make informed short-term and long-term financial decisions for their practice and personal wellbeing. 

We invite Charlie Horonzy, a certified financial planner who is passionate about working with small business owners, like mental health professionals, to share some foundational knowledge on financial planning. 

Key Questions Answered: 

1. I am a business owner and need to save, what’s the order I should take with savings?
2. I’ve heard about a rainy day fund, how much should I keep in reserve?
3. I’m building my practice but know I need to save for retirement, what’s a good option?
4. What’s a good estimate to be saving for taxes? How much tax should I expect?

Student and sliding scale discounts available. Please inquire at for details. Free to Chicago Minds members.

About the Speaker

Charlie Horonzy is a Certified Public Accountant (CPA) as well as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). Being both a CPA and a CFP® Professional, Charlie specializes in the intersection between financial planning and taxation. He is the founder and lead financial planner at Focused Up Financial, LLC, a fee-only comprehensive financial planning firm located in La Grange, IL. Charlie helps business owners understand their business needs and helps plan for the owner’s own financial future. In his free time, he enjoys exploring Chicagoland with his wife and two daughters.

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Event FAQs

Cancellation Policy
Cancellations made 24 hours or more in advance of the event date will receive a 100% refund. Cancellations made on the day of the event will not be refunded. Please email us at to cancel your registration.

Event Schedule Details

  • January 18, 2022 12:00 pm   -   1:00 pm
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