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

October 8, 2020 @ 11:00 am - 12:00 pm Eastern

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 Senior Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a virtual presentation on Thursday, October 8, 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.

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

  • 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
  • Basics of Estate Planning
  • Refinancing Considerations/Purchasing a Second Home

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.

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.



October 8, 2020
11:00 am - 12:00 pm