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Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals

March 14 @ 5:30 pm - 7:30 pm

By now, you have established your career and have made financial management decisions that affect you now and will for years to come. It’s never a bad time, of course, to re-evaluate those decisions to determine whether they continue to serve your long-term financial goals or whether there is an opportunity to gather new information and improve the likelihood you will reach those goals.

CBM Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled a presentation on Thursday, March 14 intended to help mid-career level professionals better understand financial planning opportunities available to them so that they continue to watch their net worth growth throughout the rest of their careers.

Click here to register.

Among the items that Alex and Jordan plan to address during this informative presentation are:

  • Growth Investment Strategies
  • Retirement: Are You On Track?
  • Insurance: Are You Properly Insured?
  • College Expenses for Children
  • Tax-efficiency of Your Investments
  • Social Security Strategies
  • Purchasing a Second Home
  • Re-evaluating Career Decisions
  • Early Retirement
  • Divorce Considerations / Post-Divorce Planning
  • Catching-Up Strategies (if you started late)
Jordan Egert headshot

Jordan Egert, CPA, CFE, CDFA – Manager

Alex Seleznev

Alex Seleznev, MBA, CFP, CFA – Sr. Investment Advisor

Alex and Jordan look forward to sharing their experience by taking you through a variety of situations and decision-making opportunities faced by clients in the middle of their careers. By doing so, they can also help you determine whether you are on course to continue to grow your net worth and attain your long-term financial goals throughout the rest of your professional life and beyond.

Participation is free. Refreshments will be provided. Please register below.

Who should attend? Mid-career professionals, looking for an opportunity to re-evaluate their current financial planning strategies and determine if any small or more significant course corrections can put them on the road to long-term financial success.

 

 

 

Register using the form below.

 

Details

Date:
March 14
Time:
5:30 pm - 7:30 pm

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/