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Lunch & Learn: Financial Planning for Private Practice Practitioners

Event Date:

July 14, 2021

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 contributions to your IRA plan from an employer, and there wouldn’t be an agency to manage your IRA account. From there, the responsibility of planning for your financial future falls solely on you. It is therefore 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, a certified financial planner, who is passionate about working with small business owners, like mental health professionals, to share some foundational knowledge on retirement financial planning.


  •  Identify the different retirement accounts available to individuals and small business owners like therapist
  • Discuss the benefits and drawbacks of the various retirement accounts for small business owners
  •  Learn about the basics of investing in retirement accounts
  •  Understand the tax deductions associated with contributing to retirement account
  •  Learn about the taxation differences of each retirement account

Sliding scale discount available. Please inquire at Discounts for members will be automatically applied.

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.

Event Schedule Details

  • July 14, 2021 12:00 pm   -   1:00 pm
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