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Quarterly Market Investment Update and Important Financial Considerations (Q4)
November 9, 2023 @ 11:00 am - 12:00 pm Eastern
Councilor, Buchanan & Mitchell and the firm’s wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST. Join Judith P. Barnhard, CPA, CFP®, CDFA®, CBM partner and senior financial and tax advisor 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. Judy, Greg, and Josh have helped hundreds of clients pursue their investment and wealth management goals.
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.