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(Virtual) Quarterly Market Investment Update and Important Financial Considerations
July 19, 2022 @ 12:00 pm - 1:00 pm Eastern
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 19 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®, CDFA®, CBM partner and chief investment officer of MBI, and Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Debbie and Alex have helped hundreds of clients pursue their investment and wealth management goals.
During the presentation, they will discuss:
- Market Update: What’s Happening Now and Where Are We Going?
- Market Volatility: Is There a Light at the End of the Tunnel?
- Behavioral Finance: What Is It and Why Should I Care?
- Top Financial Planning Strategies to Consider Today
CBM, P.C. 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.