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:
The end of a career presents opportunities for solid financial planning decisions and 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.
Click here to register for this Tuesday, November 2 session. Please consider submitting your questions during the registration process.