Summary of Events from May 16, 2023 – December 5, 2023 – Page 2 – Councilor, Buchanan & Mitchell (CBM)

May 2023

Tue 16

All day

Certified Nonprofit Accounting Professional (CNAP) Training

Wed 17

All day

Certified Nonprofit Accounting Professional (CNAP) Training

Wed 24

12:00 pm - 1:00 pm

Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)

Jun 2023

Mon 5

12:00 pm - 1:00 pm

Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid

Aug 2023

Thu 3

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Canceled)

Tue 29

11:00 am - 12:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs)

Oct 2023

Tue 17

9:00 am onwards

Certified Nonprofit Accounting Professional (CNAP) Program

$795

Wed 18

Until 4:00 pm

Certified Nonprofit Accounting Professional (CNAP) Program

$795

Nov 2023

Thu 9

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Q4)

Mon 13

All day

2023 Virginia Collaborative Professionals Annual Conference

Wed 29

8:30 am - 9:30 am

Year-End Tax Planning and Market Update

Dec 2023

Tue 5

11:00 am - 12:00 pm

Year-End Tax Planning and Market Update