Alex Seleznev, MBA, CFP®, CFA, a partner and a director of wealth management and financial planning services at Councilor, Buchanan & Mitchell, will present to clients of Capital Senior Solutions on top ideas and considerations for retirement on Wednesday, May 24 from 12 pm to 1 pm. Capital Senior Solutions is a group of Certified Senior Housing ProfessionalsTM and Certified Senior Downsizing Coaches who specialize in guiding seniors through upcoming residential moves.
The group is overseen by Brito Associates of COMPASS, a realtor group with specialized expertise in residential real estate. Capital Senior Solutions founder Jan Brito co-presented with Seleznev on Thursday, March 9 on “Thinking About Buying or Selling a House? Top 3 Planning Ideas to Keep in Mind“.
During his presentation, Seleznev will address the impact of market volatility on portfolios, estate planning considerations and gifting and charitable gifting strategies, among other topics.
Learn more at www.capitalseniorsolutions.com.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.