CBM Senior Advisor Ted Chaconas will present at an estate planning seminar at the Palisades Library. Topics scheduled to be covered during the event include estate planning best practices, wealth transfers and... Read more ›
Senior Adviser Anthony Cuozzo will speak at 9:30 am during the 2019 MACPA Accounting Educators Conference, reviewing FASB Accounting Standards Updates issued in the past several years that have broad applicability to... Read more ›
CBM Managing Partner Pete Reilly and Marketing Director Joe Kovacs will present "Seven Firms in Five Years - I Have a Feeling We're Not In Kansas Anymore" at the Association for Accounting... Read more ›
CBM Managing Partner Pete Reilly will present "Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore" on Wednesday, June 19 at 11 am at the Rainmaker... Read more ›
Join CBM for an upcoming presentation—back by popular demand—on strategies to help a child or grandchild prepare for a future in higher education. During this Wednesday, June 26 event, Senior Financial Advisor... Read more ›
Senior Vice President Judy Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include: Federal Employees Retirement... Read more ›
Women face many obstacles to overcome during our lifetimes: the wage gap, the career gap, and the investment gap. The good news is that investing and managing your portfolio is gender-neutral. Everyone... Read more ›
CBM Manager Jordan Egert will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement accounts. He will specifically deliver insights on how to... Read more ›
CBM Managing Partner Pete Reilly will present "Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore" on Sunday, September 22, 2019 to a group of counterpart... Read more ›
Changes are normal in life, however it is surprising how rarely planning for life transition events occurs for those most impacted by the change. It is never too early to begin the... Read more ›