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Upcoming Events

October 28

(Virtual) Retirement and Life Care Planning: Helping You Build the Path to a Peaceful Future

Councilor, Buchanan & Mitchell, and its financial advisory subsidiary MBI, are teaming up with Paladin Life Care to present a not-to-be-missed seminar on retirement planning, including addressing life care choices.  If you… Read more ›

November 10

(Virtual) Outsourced Accounting Success for Your Not-for-Profit Association

Not-for-profit associations face several growth-related challenges—not least of which is figuring out how to scale their financial operations. An increasing number are constructed of virtual teams in various location (even more so… Read more ›

November 17

Virtual: Creating Financial Harmony: Living Together, Engaged & Newlyweds

Join Abbie Niehoff, MPS, divorce financial specialist at CBM and Rebecca Weaver, MSW, LICSW, LCSW-C of Kelly Haines & Associates for an hour-long educational session on best practices for creating financial harmony… Read more ›

As part of CBM’s 100th anniversary celebrations, the firm is taking its passion into our communities. Click here for details about the events the firm has participated in so far, as well as the great teamwork and impact we are having throughout the Washington, DC metropolitan region.


CBM staff have been taking the CBM brand wherever they go. Any team member who takes a photo in a distant location wearing a shirt or cap earns $100 from the firm. Click here to see all the exciting places our team members have gone.

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