The Forum des Particuliers, organized by the Order of Chartered Accountants Auvergne, will take place this Saturday January 18 at POLYDOME.
The opportunity to meet, on the same place, professionals who will help you better manage your life plans. For Céline CLAVON (Cabinet FLA Experts) and Isabelle MARTINROCHE (AUVERCO) it is obvious today: “If questioning your chartered accountant is natural for an entrepreneur, individuals have not yet acquired the reflex to address to us to manage their personal life projects. »However, for real estate projects, investments, financial investments or even for a balance sheet, the chartered accountant is an independent strong of the expertise of a general practitioner likely to listen, analyze, advise and guide a person completely neutral. “We do not replace other professionals in the market. We have a global knowledge of everyone’s know -how: Notaries, bankers, lawyers, insurers, brokers….
We are experienced in listening to our customers in order to carry out a preliminary diagnosis, essential for a good orientation for maximum optimization of the envisaged project. We are a regulated profession, we belong to an Order, we are not salespeople. Beyond our expertise, it is also a relationship of trust that we bring to our customers… ”Appointment at the Individuals Forum on Saturday January 18, 2020 in Polydome Saturday January 18, 2020 in Polydome (Clermont -Ferrand) a panel of professionals will welcome you for a morning to answer all your questions. Organized by the Order of Chartered Accountants of the Auvergne Region, the Individuals Forum will allow you to meet, on the same place, a multitude of professionals and discover their fields of action: chartered accountants, financial organizations, insurers, notaries , etc. Take part in the workshops Two workshops are offered at the Forum des Particuliers, they are open upon registration and will be followed by a lunch cocktail.
Reduce your tax bill through property management (9 a.m. and 10:30 a.m.) – registration strongly recommended) Why is it worth investing in real estate? How to create real estate heritage? What type of investment, how to do it? How to enhance my real estate heritage? Invest yes, but without losing money and creating value.
How to optimize my real estate heritage? How to lower my taxes? Why call on a chartered accountant to be advised on real estate investment? Take part in this workshop! The speakers will bring you all the necessary information on the benefits of investment and property management. Registrations on www.auvergne.expertscomptables.fr From wealth assessment to change of life (9 am and 10:30 a.m.) – registration highly recommended Change place of residence, social status, profession, etc. A change of life is being prepared! Why do a balance sheet? Life change, what impact? How to prepare my future? How to prepare for a life change? What are the different solutions? How to go abroad serenely? Take part in this workshop! Stakeholders will enlighten you on the decisions to be taken to modify your life plan.
Registration on www.auvergne.experts-comptables.fr The detailed program: 8:30 am Reception of visitors, meetings with professionals present From 9:00 am to 10:15 am
Workshop 1 “Reduce your tax bill by property management” Workshop 2 “From the balance sheet to the change of life ”From 10:15 am to 11:00 am Free visit of professionals on their stand 11:00 am / 12:15 pm Workshop 1“ Lighten your tax bill through property management ”Workshop 2“ From wealth assessment to life change ”12:30 / 2:00 pm Lunch cocktail (on registration) Learn more more: Date: Saturday January 18, 2020 Place: POLYDOME – Place du 1er Mai – Clermont- Fd Hours: 8:30 am to 12:30 pm (cocktail reception) Additional information and registration: Telephone: 04 73 28 55 55 Email: firstname.lastname@example.org -comptables.
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