May Barnhard Investments, the wealth management subsidiary of Councilor, Buchanan & Mitchell, has scheduled a special three-webinar series to provide individuals nearing retirement with the knowledge they need to make informed financial decisions. Judith P. Barnhard and Aleksandr S. Seleznev, partners at CBM and directors of the firm’s wealth management and financial planning services group, have decades of combined experience collaborating with clients to identify and develop customized financial plans to meet their goals. Judy and Alex look forward to sharing their expertise with you during the following three web-based presentations. Feel free to participate in one, two or all three depending on your interests. These web-based sessions are complimentary and questions are welcome.
Thursday, November 17, 2022
5:00 pm – 6:00 pm EST
Tuesday, January 10, 2023
11:00 am – 12:00 pm EST
Thursday, February 9, 2023
11:00 am – 12:00 pm EST
The following articles may be helpful reading in advance of CBM’s retirement planning webinar schedule. Please contact us with any questions.. Learn more about May Barnhard Investments at www.maybarnhardinvestments.com.