Pre- and Post Retirement Planning Webinar Recording

Pre- and Post Retirement Planning: Top Ideas and Considerations

Below is a video recording of the November 17, 2022 webinar presented by Councilor, Buchanan & Mitchell (CBM) and May Barnhard Investments, CBM’s wealth management subsidiary. This was the first in a three-webinar series focused on help you prepare for a relaxing and comfortable retirement.

If you are interested in speaking with one of our presenters or would like to participate in our upcoming January 10 webinar, “Maximizing Social Security Benefits and Avoiding Mistakes” or our February 9 webinar, “Medicare and the Inflation Reduction Act”, please complete the form below the video. Or register here.

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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