*Executive Forum w/ Continuum Consulting Group*

Financial Planning – There’s More To It Than You Know

Join Continuum Consulting Group’s David Teper as he discusses the different layers of financial planning. Find out what areas you’re missing as we move further into 2022 and which areas need more attention.

Being in-transition can, and often does, cause tremendous financial stress. Stress often comes from financial stability – will I be ok until I land my next role? Having a financial plan can help with understanding your financial runway.

This forum will provide insight into the following areas:

  • What questions to ask yourself regarding your finances
  • How to improve cash now during transition
  • Tax planning possibilities
  • Basic investment strategies
  • And more!

This forum will be presented by David Teper with Continuum Consulting Group.

About David Teper

David Teper is a Partner at Continuum Consulting Group located in Irvine, CA. David specializes in working with both corporate clients and individuals on guiding and supporting their financial goals.

If registration for this event is closed, please reach out to executivenetwork@mbexec.com to be added to the waitlist.

Attendance Policy: Members are allowed three (3) late cancellations or no shows per quarter. After three no shows/late cancellations, members will not be allowed to attend EN events for the next 30 days. A late cancellation is anything less than 24 hours prior to the event start time. We fully enforce our RSVP and waitlists for all EN events. Please ensure to RSVP online; if you have been waitlisted, please understand that we can only accept your attendance if seats have become available. If a member attends an event that they are not registered for more than two (2) times in a quarter, the member will not be allowed to attend EN events for the next 30 days.