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Year-End Tax Planning and Market Update

November 29, 2023 @ 8:30 am - 9:30 am Eastern

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:

  • Strategies to reduce your tax liability before the year ends.
  • Identifying investment opportunities and managing risks in a dynamic market.
  • Tax-efficient investment approaches.
  • Navigating potential tax law changes and their impact on your finances.
  • Maximizing your financial goals for the upcoming year.

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.


November 29, 2023
8:30 am - 9:30 am