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 ›

For many, aging may mean a reconsideration of your living situation. Will you continue living in your house? Will you consider other residential options available to senior adults? These are important considerations for... Read more ›

A Diversity Story: Mergers of Change Increasing diversity within a professional services accounting firm can occur in several ways. An external event such as a merger or acquisition can deliver an immediate... Read more ›

Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation in the afternoon of Tuesday, October 29 about the top seven ways to maximize your social security... Read more ›

CBM Principal Jane Ochsman Rowny will lead a presentation at the Virginia Trial Lawyers Association Family Law Seminar on Thursday October 31. Her presentation, "Working through the New Format" will display and... 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 ›

Registration for this event is now closed. If you have any questions about Medicare or wish to be signed up for future presentations, please contact one of our presenters on CBM's online... Read more ›

This presentation has been cancelled and will be rescheduled early in 2020.  You have established a successful career and made financial decisions along the way that have put you on a strong... Read more ›