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Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)

May 24, 2023 @ 12:00 pm - 1:00 pm Eastern

Alex Seleznev, MBA, CFP®, CFA, a partner and a director of wealth management and financial planning services at Councilor, Buchanan & Mitchell, will present to clients of Capital Senior Solutions on top ideas and considerations for retirement on Wednesday, May 24 from 12 pm to 1 pm. Capital Senior Solutions is a group of Certified Senior Housing ProfessionalsTM and Certified Senior Downsizing Coaches who specialize in guiding seniors through upcoming residential moves.

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.

Details

Date:
May 24, 2023
Time:
12:00 pm - 1:00 pm