Jennifer Klismet

Chief Financial Officer Vaughan Industries

About

Jenny is a passionate Financial Planner and Educator who helps everyday people understand their money, make confident financial choices, and create long-term stability—often for the first time. With a background in business consulting and HR benefits, she now focuses on retirement planning, employee financial wellness, and breaking cycles of financial misunderstanding. Jenny believes financial literacy is a human right, not a luxury, and her heart-centred approach meets people where they are—with no judgment and real clarity.

Estate Planning: Wills, Trusts, and Peace of Mind

This educational workshop provides essential information on securing your family's future, covering wills, trusts, probate avoidance, and asset protection. You will learn necessary information to help make informed decisions, protect your legacy, and understand how to manage, control, and transfer assets while ensuring your wishes are honored. 

Key Topics:

• Which is best for your family
• Strategies to save time and court costs
• Protecting inheritance from lawsuits, divorce, and creditors
• Healthcare directives and powers of attorney
• Planning for potential care costs

Investing in Your Future: Retirement & Wealth Building

Retirement might seem far away, but it’s never too early—or too late—to start planning. This workshop introduces the basics of investing, including IRAs, 401(k)s/TSPs, and compound growth. We will explore how to manage risk, diversify your portfolio, and create a strategy that ensures long-term financial stability.

Key Topics: 

• Retirement accounts (401k/IRA
• Investment vehicles
• Risk tolerance
• Compound interest

Understanding and Using Compensation Surveys

Gain a foundational understanding of salary surveys and their crucial role in modern human resources. This workshop will explain what compensation surveys are, why they are essential for talent retention, and the basics of how to use them to benchmark jobs. Whether you are new to compensation or looking to refresh your skills, this session will provide you with the tools to confidently evaluate your organization's pay competitiveness.

Key Topics:

• The purpose and benefits of compensation surveys
• How to identify relevant job matches
• Understanding common compensation metrics (median, 25th/75th percentile)
• Translating survey data into actionable compensation decisions
• Maximizing R&D Tax Credits: Fueling Innovation and Cash Flow

Over the past 4 years, has your business done activities that develop or improve products, processes, software, formulas, or techniques? You may be missing out on significant tax savings. This intensive workshop provides a deep dive into the Research & Development (R&D) tax credit, designed for CFOs, tax professionals, engineers, and business owners looking to convert technical efforts into bottom-line savings.

Key Topics:

• The history, purpose, and basics of the R&D tax credit.
• How to determine if your activities meet the Four-Part Test 
• Methods for calculating (QREs) and understanding the impact on your tax return.
• Strategies for creating robust documentation to withstand IRS audits.

Our Conference Speakers