2026 Financial Kickstart
Schedule
Wed Jan 14 2026 at 06:30 pm to 07:30 pm
UTC-05:00Location
Albany Thruway Courtyard by Marriott | Albany, NY
About this Event
Get Ready for the 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.
Agenda
🕑: 06:30 PM - 07:30 PM
2026 Financial Kickstart
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.
Where is it happening?
Albany Thruway Courtyard by Marriott, 1455 Washington Avenue, Albany, United StatesEvent Location & Nearby Stays:
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