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Quarterly Market Investment Update and Important Financial Considerations
April 20, 2023 @ 11:00 am - 12:00 pm Eastern
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 20 from 11 am to 12 pm EST. Join Alex S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, and Josh Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Alex and Josh have helped hundreds of clients pursue their investment and wealth management goals.
During the presentation, they will discuss:
- MBI – 2023 Market Outlook
- First Quarter Recap and Economic Update
- Recent Banking Issues: Systemic Problem or Isolated Event?
- Going International: Emerging Market Funds
- Top Investment Ideas
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.