Reema Patel, CPA, CFP®, a partner at Councilor, Buchanan & Mitchell (CBM), and Stephanie Anderson, CFA, CFP®, CDFA®, a manager of financial planning and wealth management at CBM, are scheduled to present on effective retirement planning strategies for the Greater Washington Society of CPAs (GWSCPA). Their session, which will be offered virtually, is scheduled on Thursday, August 22 from 11 am to 12 pm EDT.
Reema and Stephanie are both CERTIFIED FINANCIAL PLANNERSTM who collaborate with clients to pursue their custom financial planning goals in areas such as retirement planning, education planning, estate planning and others.
Click here to learn more about CBM’s financial planning expertise.
Registration is scheduled to open soon for this session on the GWSCPA website.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
