Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager.
As the year draws to a close, it’s crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-prepared for the financial challenges and opportunities that lie ahead.
Key topics to be covered include:
Richard and Gregory bring a wealth of experience and knowledge to this session and their expertise will provide you with actionable advice to make the most of your financial situation.