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 ›