CBM has scheduled a complimentary professional education event at the firm’s Washington, DC office to help professionals understand how to navigate those areas of financial planning that can lead to a successful... Read more ›

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make... Read more ›

This presentation is now at capacity and registration has been closed. In the event you wish to be informed when CBM schedules a second presentation on not-for-profit financial reporting standards, please email... Read more ›

You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it's never a bad time to... Read more ›

Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, will present an update on not-for-profit financial reporting standards. The presentation will be held at CBM's Washington, DC office at 1150... Read more ›

Every professional has financial decisions to make to ensure they have a strong footing for the future. Female professionals, especially younger professionals just beginning their careers, have specific areas of concern. CBM Senior... Read more ›

Due to ongoing demand, this presentation will be similar to events hosted by CBM on February 21 and March 27.  Register now to reserve your spot. Executive Vice President and Director of... Read more ›

Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation the evening of Wednesday, May 1 about the top seven ways to maximize your social security benefits... Read more ›

CBM's Chairwoman of the Board Patricia Drolet, Principal Julia Lafferty and Manager Mark Thomas are scheduled to present at the Greater Washington Society of Certified Public Accountants' 6th Annual Employee Benefit Plans... Read more ›

As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM Senior Vice President Judy Barnhard, Manager Jordan... Read more ›