Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)

This event is now closed to registrations.

This presentation will include an overview of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.

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, Financial Consulting 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.

Scroll down to access the registration form.

Featured topic: The presentation will feature an update on the recently passed SECURE (“Setting Every Community Up for Retirement Enhancement”) Act, and its impact on your pre- and post retirement planning. Read our “Spending Bill Extends Tax Breaks, Adds Retirement Account Provisions” post for more information.

CBM’s presenters will also discuss:

• 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

AGENDA

• 5:30 – 6:00 p.m. – Registration and Refreshments
• 6:00 – 7:15 p.m. – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
• 7:15 – 7:30 p.m. (or later) – Networking (Judy, Alex and Jordan will stay following the presentation to answer your questions)

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.

Participation is free. Refreshments will be provided.

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

Judy Barnhard, CPA, CFP, CDFA – Senior Vice President/Director

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

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