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(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

November 2, 2021 @ 11:00 am - 12:00 pm Eastern

Increase Net Worth - Financial Planning

Click here to register.

Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement.

Among the topics they plan to discuss are:

  • Portfolio Protection Mechanisms
  • Your Retirement Plan – How Financially Secure Is It?
  • Importance of Market Volatility to Cash Flow
  • Cash Flow and Debt Management
  • Gifting Strategies to Children and Charities
  • Tax-Efficient Wealth Transfers
  • Estate Planning
  • Tax Considerations in Retirement
  • Roth Conversion Strategies
  • Social Security Strategies

The end of a career presents opportunities for solid financial planning decisions and time to gather the knowledge you need to ensure your current investments and assets will take you through your remaining years. Consider attending this session and let Judy, Jordan and Alex share their experiences working with clients on the verge of retirement. Their expertise can help provide informed guidance so that your retirement will be a relaxing and enjoyable time.



November 2, 2021
11:00 am - 12:00 pm