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

May 9 @ 5:30 pm - 7:30 pm

As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM financial planning experts Jordan Egert and Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement.

Click here to register.

Among the topics they plan to discuss are:

  • Protection Mechanisms
  • Your Retirement Plan – How Financially Secure Is It?
  • Tax-Efficient Wealth Transfers
  • Estate Planning
  • Gifting Strategies to Children and Charities
  • Importance of Market Volatility to Cash Flow
  • Social Security Strategies
Jordan Egert headshot

Jordan Egert, CPA, CFE, CDFA – Manager

Alex Seleznev

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

The end of your career continues to present opportunities to make good financial planning decisions and ensure your current investments and assets will take you through your remaining years. Consider attending this session and let Jordan and Alex share their experiences working with clients on the verge of retirement. Their expertise can help maximize the changes that your retirement will be a relaxing and enjoyable time.

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

Who should attend? Professionals nearing the end of their career and/or planning for retirement.

 

 

 

 

 

Register using the form below.

 

Details

Date:
May 9
Time:
5:30 pm - 7:30 pm

Venue

CBM – Councilor Buchanan & Mitchell, P.C.
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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