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(Virtual) Grow Your Net Worth: Financial Planning for Early Career-Stage Professionals

September 10, 2020 @ 11:00 am - 12:00 pm Eastern

Building long-term financial security is a marathon, not a sprint. Many new-career professionals or those seeking a better grasp of personal finance fundamentals may lack an understanding of strategies and decisions they can make to establish a successful financial future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to start now with a solid 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:

  • Identifying your net worth
  • Budgeting and understanding your cash flow
  • Cash management and considerations for first home purchases
  • Financial planning and retirement general concepts
  • Career choices and future considerations

The presenters will also allow time for your questions. 

Who should attend? Professionals entering and/or starting their professional careers, and/or those seeking an understanding of personal finance concepts. Professionals with children who recently entered the workforce are encouraged to pass along information about this session.

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!


September 10, 2020
11:00 am - 12:00 pm