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How to Control Your Retirement Destiny

January 16 @ 5:00 pm - 7:00 pm

CBM has scheduled a complimentary professional education event at the firm’s Washington, DC office to help professionals understand how to navigate those areas of financial planning that can lead to a successful long-term approach to retirement. Please join us the evening of Wednesday, January 16, from 5 to 7 p.m, as Executive Vice President Patricia Drolet and Senior Financial Advisor Wendy Moyers address the following topics.

  1. Establishing Priorities
  • Financial Independence
  • Career Goals and earning power
  • Saving for College
  • Saving for Retirement
  1. How Do I Achieve My Financial Goals?
  • Know where you are starting
  • Create a plan to get where you want to be including questions around net worth, cash flow (e.g. income, expenses and debt), portfolio management (risk analysis, benefits of compounding, diversification) and taxes
  1. Risk Consideration
  • Disability and Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Estate Planning
New year finances

Patricia Drolet, CPA, PFS, CBM
Executive Vice President

2019 financial health

Wendy Moyers, CFP®, CDFA®, CBM Senior Financial Advisor

 

 

 

 

 

 

 

 

Details

Date:
January 16
Time:
5:00 pm - 7:00 pm

Organizer

CBM
Phone:
3019860600
Website:
www.cbmcpa.com

Venue

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