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(Virtual) What’s Next? Investment Update and Top Ideas in Turbulent Markets

July 16 @ 5:00 pm - 6:00 pm Eastern

In the next installment of our ongoing updates on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, CBM’s financial advisory subsidiary, and Alex Seleznev, MBA, CFP®, CFA, senior investment advisor at CBM and senior portfolio strategist at MBI, will discuss some top action items to consider in these times of unprecedented market turmoil, including

  • What’s next? Market recovery and investment allocation considerations
  • How to prepare for more market volatility later this year?
  • Preferred stock: what is it and should I invest in it?



July 16
5:00 pm - 6:00 pm