Event Date:Start at 8:30 AM
June 16, 2021
The C.A.R.E. Committee of the HCBA is proud to offer a two part series to assist HCBA members with their personal finances. To that end, the Committee has invited Randall Peteros, a business educator, certified financial planner, and juris doctor to provide a two part series on financial goals.
In Part Two, Mr. Peteros will speak to more established lawyers focused on retirement planning regarding on how to convert accumulated financial capital into predictable, sustainable cash flow to maintain a lifestyle and to leave a legacy, if desired.
The series is designed to be interactive. Questions from attendees are strongly encouraged.
In Part One, Mr. Peteros spoke to younger lawyers provided advice about how to begin investing while at the same time saving an emergency fund, paying off student debt, saving for a house as well as common mistakes to avoid in the process, and best practices for achieving short and long term objectives. A free of charge recording of this program is available to HCBA Members ($35 Non-Members). Please contact: email@example.com
Part 2 Topics to include:
- Risk Management
- Investment Management
- Retirement Investing
- Tax Planning
- Retirement Income Planning
Randall G. Peteros, CFP®, RICP®, WMCP®
RBC Wealth Management Financial Advisor
Attorney Jennifer E. Wheelock,
McGivney, Kluger, Clark & Intoccia, P.C.
Co-Chair HCBA’s CARE Committee
This is a Zoom Webinar.
Meeting information will be
emailed to you 1 day prior to program
HCBA Member with 2021-2022 dues paid: No charge
Questions: firstname.lastname@example.org or Tel: 860-525-8106