It is never too early to start planning for a strong financial future nor it it ever too late to take steps to improve your current financial situation.
Every year, CBM’s financial planning team hosts a three-presentation series focused on improving your financial situation regardless of where you may be in life or in your career. Below is a description of each presentation, as well as the topics covered by each.
Who should participate? Professionals at the beginning of their careers, and/or those seeking a better understanding of personal finance fundamentals.
Building long-term financial security is a marathon, not a sprint. Many new-career professionals or those seeking a better grasp of personal finance fundamentals may lack an understanding of strategies and decisions they can make to establish a successful financial future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to start now with a solid understanding of how today’s financial decisions will affect you years down the road.
Covered topics include:
During each session, the presenters will also allow time for your questions.
Upcoming Session: September 10, 2020 (11 am – 12 pm).
Who should participate? 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.
Established professionals with successful careers may feel they have made all the financial decisions they need to put them on a strong footing for the future. But it’s never a bad time to re-evaluate earlier decisions to determine if they continue to serve your long-term financial goals. Join CBM for a session focused on helping mid-career level professionals understand opportunities to keep their net worth growing during the second half of their careers.
Covered topics include:
Who should participate? Professionals nearing the end of their career and/or planning for retirement.
As career professionals begin to look forward to retirement, some new and important considerations lead to a whole array of decisions. This is especially true in 2020 with the passage of the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act, which can have a significant impact on pre- and post-retirement planning. The end of one’s career continues to present opportunities to make good financial planning decisions and ensure that current investments and assets will last for years to come.
During this session, CBM’s presenters will discuss: