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

September 10 @ 11:00 am - 12:00 pm Eastern

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.

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 CBM Senior Manager Jordan Egert, CPA, CFE, CDFA and Manager Reema Patel, CPA for a complimentary learning event as they break down the rules of the race for young professionals. Jordan and Reema will provide insights on a variety of crucial-to-know financial topics including:

  • Budgeting,
  • Retirement assets,
  • Insurance coverages,
  • Life changes (such as buying your first home or planning for marriage),
  • and more in a simple to follow format.

Jordan and Reema 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!

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

Register via the form below.


September 10
11:00 am - 12:00 pm