Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session.

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. On Tuesday, September 21, Join CBM Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert for a one-hour educational session 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

Alex and Jordan look forward to sharing their experience by taking you through a variety of situations and decision-making opportunities faced by clients 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.

Where

This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.

Instructional Delivery Method: Group Internet Based

Recommended CPE: Participating attendees are eligible for 1.0 hour of CPE credit.

Recommended Field of Study: Specialized Knowledge (Technical)

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Refund Policy: This webinar is complimentary. No fee is required to participate.

Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.

Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angie Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.

Questions?
Please consider submitting your questions to the presenters during the registration process. 

Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.