Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.
Partner and Director of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, will be presenting to Ivins, Phillips & Barker, Chartered on Tuesday, September 5, 2023 from 12:00 pm and 1:00 pm EST.
CBM, P.C. 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.