Financial Planning and Philanthropy

Name: Financial Planning and Philanthropy
Start: 2018-06-07T08:00:00-04:00
End: 2018-06-07T09:30:00-04:00
Location: CBM – Councilor Buchanan & Mitchell, P.C.

June 7, 2018 @ 8:00 am - 9:30 am Eastern

« Becoming Financially Savvy and Creating New Money Habits When Separating and Starting a New Life
Starting Your Philanthropic Journey – Exploring, Experimenting, Effecting »

Join Wendy Moyers CFP®, CDFA®, senior financial advisor at CBM – Councilor, Buchanan & Mitchell, P.C., and the Greater Washington Community Foundation in a discussion about building philanthropic giving decisions into your broader financial planning process.

Further details and a registration option are coming soon.

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Details

Date:: June 7, 2018
Time:: 8:00 am - 9:30 am

Venue

: CBM – Councilor Buchanan & Mitchell, P.C.
: 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States

« Becoming Financially Savvy and Creating New Money Habits When Separating and Starting a New Life
Starting Your Philanthropic Journey – Exploring, Experimenting, Effecting »

Bethesda, MD

7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814-3048
301.986.0600

Washington, DC

1200 G Street, NW
Washington, DC 20005
301.986.0600
(meeting space only)

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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