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5 Considerations for Your Financial Health in the New Year

January 17, 2019 @ 5:00 pm - 7:00 pm

Join Patricia Drolet, CPA, PFS, CBM executive vice president, and Wendy Moyers, CFP, CDFA®, CBM senior financial advisor, in an in-depth discussion of 5 considerations for effectively planning your finances for 2019 and beyond. The presentation will be hosted at CBM’s Washington, DC office. Refreshments will be served.

Please register via the form below. 

New year finances

Patricia Drolet, CPA, PFS, CBM
Executive Vice President

2019 financial health

Wendy Moyers, CFP®, CDFA®, CBM Senior Financial Advisor

 

 

 

 

 

 

 

 

 

 

REGISTER FOR THIS EVENT USING THE FORM BELOW

Details

Date:
January 17, 2019
Time:
5:00 pm - 7:00 pm

Organizer

CBM
Phone:
3019860600
Website:
www.cbmcpa.com

Venue

CBM – Councilor, Buchanan & Mitchell P.C – DC Office
1150 18th Street NW, Suite 550
Washington, DC 20036
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Website:
https://www.cbmcpa.com/