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PROFESSIONAL EDUCATION EVENT: "Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals" REGISTRATION: Register here. DATE AND TIME: Thursday, October 8, 11:00 a.m. - 12:00 p.m. WHO SHOULD ATTEND?: Mid-career professionals, looking for an opportunity to re-evaluate their current financial planning strategies and determine if any small or more significant course corrections can put them on the road to long-term financial success. EVENT DESCRIPTION: You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it's never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. Join CBM Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a presentation intended to help mid-career level professionals better understand the opportunities available to them to keep their net worth growing throughout the second part of their careers. Among the items that Alex and Jordan plan to address are: Tax Efficiency of Your Investments Retirement Planning: Are You On Track? Catching-up Strategies (if you started late) Early Retirement 529 College Savings Plans Purchasing a Second Home Basics of Estate Planning Refinancing Considerations/Purchasing a Second Home Jordan and Alex look forward to sharing their experience by taking you through a variety of situations and decision-making opportunities faced by professionals and other individuals in the middle of their careers. By doing so, they can also help you determine whether you are on course to continue to grow your net worth and attain your long-term financial goals throughout the rest of your professional life and beyond. The presenters welcome any questions, please submit them via the registration link below. REGISTRATION: Register here.
PROFESSIONAL EDUCATION EVENT: "Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals"
REGISTRATION: Register here.
DATE AND TIME: Thursday, October 8, 11:00 a.m. - 12:00 p.m.
WHO SHOULD ATTEND?: Mid-career professionals, looking for an opportunity to re-evaluate their current financial planning strategies and determine if any small or more significant course corrections can put them on the road to long-term financial success.
EVENT DESCRIPTION: You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it's never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals.
Join CBM Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a presentation intended to help mid-career level professionals better understand the opportunities available to them to keep their net worth growing throughout the second part of their careers.
Among the items that Alex and Jordan plan to address are:
Jordan and Alex look forward to sharing their experience by taking you through a variety of situations and decision-making opportunities faced by professionals and other individuals in the middle of their careers. By doing so, they can also help you determine whether you are on course to continue to grow your net worth and attain your long-term financial goals throughout the rest of your professional life and beyond. The presenters welcome any questions, please submit them via the registration link below.