(301) 986-0600
Submit RFP Bill Pay

Estate Planning, Wealth Transfer and Charitable Giving Seminar

Palisades Library 4901 V Street Northwest, Washington DC, DC, United States

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 ›

Making Sense of Retirement for Federal Employees

CBM - Councilor Buchanan & Mitchell, P.C. 7910 Woodmont Ave, Suite 500, Bethesda, MD, United States

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 ›

Understanding Retirement Accounts During a Divorce or Separation

CBM - Councilor Buchanan & Mitchell, P.C. 7910 Woodmont Ave, Suite 500, Bethesda, MD, United States

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 ›