Steps to Financial Freedom by Devika Kamboh, CFP®, CLTC

The decisions you make today will impact the choices you have tomorrow!

October is National Financial Planning month. Devika Kamboh, CFP® is hosting free webinars for the public every Wednesday from Oct 21st to Dec. 16th. at 6pm - feel free to share this resource with your family & friends.

Webinars will be hosted every Wednesday from 6pm to 8pm including Q&A time and you can use this zoom link to register and attend any of these upcoming educational sessions:

https://us06web.zoom.us/webinar/register/WN_jT6heNnzTD6CF2kJNuEBjw

Upcoming topics:

1. Oct 21st: Planning for a Tax free Retirement 
2. October 28th: Social Security Benefits planning 
3. November 4th: Women & Wealth – Key issues & Investing 101 
4. Nov. 11th: Risk Management: Understanding Life Insurance/ DI/ LTC 
5. November 18th: Estate planning + Charitable Giving 101 
6. December 2nd: Year-end Tax planning for Business owners 
7. December 9th: Long Term Care Planning & Your retirement 
8. Dec 16th: Steps to Financial Security – Financial Planning 101 

Devika Kamboh, CFP® CLTC MBA is the Founder & CEO of Sohum Financial Planning LLC- a virtual financial Advisor providing financial advise to clients across the 50 states & internationally while having a local presence in Evergreen, CO. She is a Certified Financial Planner and a fully licensed Financial Advisor with 26 years in the financial industry, having started her work in New York City before moving to Colorado 7 years ago. Devika is an expert fiduciary to her clients- meaning that she is legally obligated to represent your best interests and serves her clients with the highest standards of care & diligence.

Conifer Chamber members can schedule an initial complimentary 60 minute financial planning session. You can take advantage of this opportunity to review your existing financial plan or if you have never experienced a thorough financial review, this would be a great way to ensure that you are in a good position to meet your retirement and estate planning goals. Some of the broad areas Devika advises clients on - individuals, families & business owners- business group benefits, retirement plans & succession planning; investment portfolio review & retirement planning; Tax planning strategies; risk management using various insurance plans like life, disability & long term care insurance; social security benefits; divorce & estate planning; college planning & Gifting for children/ grandchildren; and, charitable giving. You can access additional resources on the SFP website to help make financial decisions with clarity & confidence!

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