2026 Financial Kickstart

Join Charles Mott, CFP®, CPA, RICP®, Financial Advisor from Northwestern Mutual, for a seminar designed to prepare you for a prosperous 2026. We'll explore insurance and risk management essentials, covering topics from emergency savings to long-term care planning. Dive into investment management, mid-term goals, estate planning, and tax strategies, all tailored for professionals like engineers, IT specialists, business owners, and healthcare professionals. Conclude with a Q&A session, ensuring you leave with actionable insights to meet your financial goals.

Info: We will cover 5 topics giving a high-level overview of each, enough to get your checklist started. Those topics include insurance & risk management, investment management, mid-term goals (education, house, etc.), estate planning, and tax strategies.

Event Venue & Nearby Stays

Albany Thruway Courtyard by Marriott, 1455 Washington Avenue, Albany, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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