(Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)

Description: New legislation under consideration on Capitol Hill and recent spikes in market turbulence have provided uncertainty across the country. What is reliable, however, is CBM’s annual year-end tax and investment planning education, and 2021 is no exception. CBM has scheduled three 75-minute-long webinars on December 7, 9 and 10 to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note. Our team will also provide a year-end market and economic update with insights about current financial planning considerations and top investment ideas for your portfolio. Join CBM for one of our upcoming complimentary sessions to bring you peace of mind about your investment portfolio and personal or business tax situation in 2022. We look forward to having you join us. 

Please note the content for all three webinars will be the same; CBM scheduled multiple sessions to allow people to participate based on their availability.   

Where: This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.