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Quarterly Market Investment Update and Important Financial Considerations

February 16, 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, February 16 from 11 am to 12 pm EST. Join Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, and Joshua 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:

  • Market Overview: What’s Ahead in 2023?
  • Return to Normality and What it Means for Your Portfolio
  • Bond Market Recovery and Top Fixed Income Considerations
  • Top Financial Planning Strategies to Consideration

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.   

Details

Date:
February 16, 2023
Time:
11:00 am - 12:00 pm