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Life Transitions: Considerations to Ensure Your Financial Security
October 2, 2019 @ 7:30 am - 9:30 am Eastern
Changes are normal in life, however it is surprising how rarely planning for life transition events occurs for those most impacted by the change. It is never too early to begin the design of your financial future. Retirement, inheritance, gifting, death of a spouse, divorce and remarriage are a few of the significant life transition events that will have a lasting impact on one’s future. Where should you start? What are some of the most important points that you should consider?
CBM Principal Jane Ochsman Rowny and Senior Investment Advisor Alex Seleznev will host a morning presentation to discuss wise planning for life transition events. We hope you will attend this complimentary presentation.
Attendees will be treated to a complimentary breakfast.
AGENDA
- 7:30 – 8:00 a.m. – Breakfast and Registration
- 8:00 – 9:15 a.m. – Professional Education
- 9:15 – 9:30 a.m. (or later) – Networking (Jane and Alex will stay following the presentation to answer your questions)
Registration for this presentation is now closed.
Jane Ochsman Rowny,
Principal
CPA, CFP®, CDFA®
Alex Seleznev,
Senior Investment Advisor, MBA, CFP®, CFA