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
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.