Description

Join CBM for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services, and Reema Patel, CPA, CFP®, tax manager and financial planning advisor, will present a valuable session entitled "2024 Vision: Set Yourself Up for Financial Success this Year."

Topics to be covered include:

• Setting clear financial goals for the year ahead.
• Building a strong financial foundation.
• Investment and wealth-building strategies.
• Tax planning tips for financial optimization.
• Navigating life changes, such as divorce, and their financial implications.

Abbie and Reema bring a wealth of knowledge and experience to the table, ensuring that you'll leave this webinar with valuable insights and a clear roadmap for your financial success in 2024.

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.  

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.