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(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals
September 21, 2021 @ 11:00 am - 12:00 pm Eastern
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?
Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.
Click here to register for this Tuesday, September 21 session. Please consider submitting questions during the registration process.