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Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
May 9, 2019 @ 5:30 pm - 7:30 pm Eastern
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 Senior Vice President Judy Barnhard, Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement.
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Among the topics they plan to discuss are:
- Portfolio Protection Mechanisms
- Your Retirement Plan – How Financially Secure Is It?
- Importance of Market Volatility to Cash Flow
- Cash Flow and Debt Management
- Gifting Strategies to Children and Charities
- Tax-Efficient Wealth Transfers
- Estate Planning
- Tax Considerations in Retirement
- Roth Conversion Strategies
- Social Security Strategies
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 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.
Judy Barnhard, CPA, CFP, CDFA – Senior Vice President/Director
Jordan Egert, CPA, CFE, CDFA – Manager
Alex Seleznev, MBA, CFP, CFA – Sr. Investment Advisor
Participation is free. Refreshments will be provided.
Who should attend? Professionals nearing the end of their career and/or planning for retirement.