Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›

Please join CBM for an informative webinar scheduled for Tuesday, December 5th, from 11:00 am to 12:00 pm EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›

Judith P. Barnhard, CPA, CFP®, CDFA® , executive vice president and director of professional services, wealth management and financial planning, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and... Read more ›

Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services,... Read more ›

Councilor, Buchanan & Mitchell's wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its 2024 Q1 Quarterly Market Investment Update presentation on Thursday, January 25 from 11 am to 12 pm EST.... Read more ›

  Join Judith P. Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, Buchanan & Mitchell, as they help you and members... Read more ›

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments.

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments. Click here to visit MBI's website for more information including registration details.

Are you financially prepared for retirement? Join Reema Patel, CPA, CFP® and Stephanie Anderson, CFA, CFP®, CDFA®, respectively partner and senior manager of financial planning and wealth management for an insightful presentation... Read more ›