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

November 21 @ 6:00 pm - 7:30 pm

This presentation is the second one held on this topic in 2019 due to its ongoing popularity.

You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals.

Join CBM Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a presentation intended to help mid-career level professionals better understand the opportunities available to them to keep their net worth growing throughout the second part of their careers.

Register by filling out the form below.

AGENDA

  • 5:30 – 6:00 p.m. – Registration and Refreshments
  • 6:00 – 7:15 p.m. – Presentation: Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
  • 7:15 – 7:30 p.m. (or later) – Q&A Session and Networking (Alex and Jordan will stay to answer your questions)

Among those items that Alex and Jordan plan to address are:

  • Growth Investment Strategies
  • Tax Efficiency of Your Investments
  • Retirement Planning: Are You On Track?
  • Catching-up Strategies (if you started late)
  • Early Retirement
  • 529 College Savings Plans
  • Purchasing a Second Home
  • Divorce Considerations / Post-Divorce Planning
  • Basics of Estate Planning
Jordan Egert headshot

Jordan Egert, CPA, CFE, CDFA – Financial Consulting Manager

Alex Seleznev

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

Jordan and Alex 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 by filling out the form below.

Details

Date:
November 21
Time:
6:00 pm - 7:30 pm