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ITSMF Leadership Series: The Financial How To’s

June 23 @ 12:00 pm - 1:00 pm

ITSMF Virtual Leadership Series: June 23, 2020 12-1pm The Financial How To's with Shavon Roman

Join us for this virtual session!

This session will cover a series of How To’s with COVID-19 in Mind:

How to protect your current financial position
How to evaluate your 401k and other retirement assets
How to prepare for college funding
How to transition from your employer
How to create tax-efficient strategies
How to leave a legacy for your loved ones

FEATURING:

Shavon Roman, Financial Advisor, The Piedmont Group

Facilitated by: D.K. Rogers, Manager of ERP Applications, Cox Enterprises

 

ITSMF provides industry thought leadership and valuable content to keep you connected and equipped to lead in a rapidly evolving world. From leadership competencies to health and wellness, we’re committed to nurturing technology leaders—mind, body and soul.


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NOTE: To ensure the safest and most positive virtual conferencing experience, we have taken steps to secure our sessions using Zoom’s security features and practices—allowing us to connect and collaborate in a meaningful way.

Details

Date:
June 23
Time:
12:00 pm - 1:00 pm
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