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

Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement.

Among the topics they plan to discuss are:

• Portfolio Protection Mechanisms
• Your Retirement Plan – How Financially Secure Is It?
• Importance of Market Volatility to Cash Flow
• Cash Flow and Debt Management
• Gifting Strategies to Children and Charities
• Tax-Efficient Wealth Transfers
• Estate Planning
• Tax Considerations in Retirement
• Roth Conversion Strategies
• Social Security Strategies

The end of a career presents opportunities for solid financial planning decisions and to ensure your current investments and assets will take you through your remaining years. Consider attending this session and let Judy, Jordan and Alex share their experiences working with clients on the verge of retirement. Their expertise can help provide informed guidance so that your retirement will be a relaxing and enjoyable time.

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.