Preparing for Your Post-Career Life and Financial Planning

Are you or your partner considering retirement? This major life transition impacts us financially, intellectually, emotionally, physically and spiritually. Therefore, it is important to embrace this change in a conscious and purposeful way. The attitudes we develop and the decisions we make will determine the quality of our lives ahead.

Join CBM client and accomplished life coach, Jane Kerschner, and CBM senior investment advisor, Alex Seleznev, to learn some major considerations when you enter this new phase of life. Enjoy your future by planning now!

AGENDA

4:30 – 5:00 p.m. – Light Refreshments
5:00 – 6:30 p.m. – Professional Education Presentation
6:30 – 7:00 p.m. – Networking