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Grow Your Net Worth for Female Professionals: Starting Your Financial Journey

March 28 @ 12:00 pm - 1:00 pm

Every professional has financial decisions to make to ensure they have a strong footing for the future. Female professionals, especially younger professionals just beginning their careers, have specific areas of concern. CBM Senior Financial Advisor Wendy Moyers, who has 24 years of experience helping women with financial planning and personal finance concerns, will lead a presentation over lunch to share in-depth insights and financial considerations. Before coming to CBM, Wendy owned her own consulting firm.

Wendy Moyers, CFP®, CDFA®

Among the topics she plans to address are:

  • What’s Your Net Worth?
  • How Do You Grow What You Have?
  • Retirement Planning: Are You on Track?
  • What If You Have Debt?
  • What About Taxes?
  • Should I Rent or Buy?
  • Is Career Planning Important?

Wendy, who participates in CBM’s D-PATH group, looks forward to presenting situations and decision-making opportunities specific to female professionals to help them determine whether they are on course to attain your long-term financial goals.

Attendance is complimentary.

Please join us for lunch on Thursday, March 28, from 12:00 p.m. to 1:00 p.m., to learn how female professionals can plan to make the best decisions to pursue a financially successful future.

Details

Date:
March 28
Time:
12:00 pm - 1:00 pm

Organizer

Wendy Moyers

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/