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Quarterly Market Investment Update and Important Financial Considerations (Q1)
January 25 @ 11:00 am - 12:00 pm Eastern
Councilor, Buchanan & Mitchell’s wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its 2024 Q1 Quarterly Market Investment Update presentation on Thursday, January 25 from 11 am to 12 pm EST. Join Gregory M. Estes CFA, MBI senior portfolio and relationship manager, 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. 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.