(301) 986-0600
Submit RFP
Loading Events

« All Events

  • This event has passed.

Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals (Sold Out)

February 13 @ 5:30 pm - 7:30 pm

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life…now and for miles in the future.

Click to register now.

Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of how today’s financial decisions will affect you years down the road.

Join two financial experts from CBM, Senior Investment Advisor Alex Seleznev, CFP, CFA and Manager Jordan Egert, CPA, CFE, CDFA for a complimentary learning event as they break down the rules of the race for young professionals, in the first part of an upcoming three-part personal finance series. Presented in a conversational style, Alex and Jordan will provide insights on a variety of crucial-to-know financial topics including:

  • budgeting,
  • retirement assets,
  • insurance coverages,
  • investments,
  • life changes (such as buying your first home or planning for marriage),
  • and more in a simple to follow format.
Jordan Egert headshot

Jordan Egert, CPA, CFE, CDFA – Manager

Alex Seleznev

Alex Seleznev, MBA, CFP, CFA – Sr. Investment Advisor

Alex and Jordan look forward to helping you train for one of the most important financial periods in your life by providing important ‘to-dos’ and real world examples. They will also demonstrate that managing money and taking control of your finances is easy, fun, and a step closer to reaching the finish line!

Participation is free. Refreshments will be provided. Please register below.

Who should attend? Young professionals, those just entering and/or starting their professional careers, and/or those seeking an understanding of personal finance concepts.

 

Register using the form below.

Details

Date:
February 13
Time:
5:30 pm - 7:30 pm

Venue

CBM – Councilor, Buchanan & Mitchell P.C – DC Office
1150 18th Street NW, Suite 550
Washington, DC 20036
+ Google Map
Website:
https://www.cbmcpa.com/