Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict... Read more ›

Jamie S. Blum, CPA, CDFA®, senior divorce finance and litigation support manager at Councilor, Buchanan & Mitchell (CBM), will present on Friday, February 3, on the role of the financial neutral in... Read more ›

Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, February 9, 2023 from 11:00 am to 12:00 pm EST, as... Read more ›

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®,... Read more ›

Jane Ochsman Rowny, CPA, CFP®, CDFA®, a partner at Councilor, Buchanan & Mitchell (CBM) and a director of the firm’s divorce and litigation practice group, will co-present on Thursday March 9 on... Read more ›

Councilor, Buchanan & Mitchell has scheduled a one-hour webinar with guest speaker Jan Brito, REALTOR® and associate broker of Brito Associates of Compass, and Alex S. Seleznev, MBA, CFP®, CFA, CBM partner, on Thursday,... Read more ›

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 20 from 11 am to 12 pm EST. Join Alex S. Seleznev, MBA, CFP®, CFA,... Read more ›

Late last year, Congress passed the Consolidated Appropriations Act of 2023, which included new retirement savings rules collectively referred to as SECURE 2.0. The new law expands on the original SECURE Act... Read more ›

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. Registration has been closed.  CBM, P.C. is... Read more ›

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... Read more ›

Councilor, Buchanan & Mitchell and Jacobson Family Law Firm, a Columbia, MD-based family law firm, have scheduled an hour-long webinar entitled “Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid”... Read more ›

CBM and its wealth management subsidiary, MBI, have canceled their latest Quarterly Market Investment Update presentation for Thursday, August 3 from 11 am to 12 pm EST. Please stay tuned for the... Read more ›

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict... Read more ›

The Certified Nonprofit Accounting Professional (CNAP) program, to be delivered virtually by CBM - Councilor, Buchanan & Mitchell P.C. on October 17 - 18, 2023, is a two-day training and exam-based certificate... Read more ›

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.... Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of CBM’s divorce and litigation practice will participate in the conference, which... Read more ›

Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›

Please join CBM for an informative webinar scheduled for Tuesday, December 5th, from 11:00 am to 12:00 pm EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›

Judith P. Barnhard, CPA, CFP®, CDFA® , executive vice president and director of professional services, wealth management and financial planning, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and... Read more ›

Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services,... Read more ›

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.... Read more ›

  Join Judith P. Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, Buchanan & Mitchell, as they help you and members... Read more ›

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments.

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments. Click here to visit MBI's website for more information including registration details.

Are you financially prepared for retirement? Join Reema Patel, CPA, CFP® and Stephanie Anderson, CFA, CFP®, CDFA®, respectively partner and senior manager of financial planning and wealth management for an insightful presentation... Read more ›