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February 2022
Forensic Work in Collaborative Cases (for the DC Academy of Collaborative Professionals)
They say that sex is like money (you can never get enough); but sometimes too much (spending) is enough. This program will explore how to address complaints by one spouse that the other has secretly misspent marital funds on sexual pursuits outside of the marriage. We will discuss how we talk about this delicate topic -- walking the tightrope in which we treat both clients with respect, no matter how provocative the behavior or how ugly the accusations. We…
Find out more »April 2022
Quarterly Market Investment Update and Important Financial Considerations
CBM and its financial advisory subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 21 from 12 pm to 1 pm. Join Debbie May, CBM partner and chief investment officer of MBI, and Alex Seleznev, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s Happening Now and…
Find out more »May 2022
Maximizing Social Security Benefits and Avoiding Mistakes (with the Greater Washington Society of CPAs)
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. On Thursday, May 19 from 1:00 PM to 2:00 PM, join Judy Barnhard, CPA, CFP®, CDFA® and Alex Seleznev, MBA, CFP®, CFA, directors of CBM’s financial planning practice…
Find out more »June 2022
Best Financial Planning Practices for Start-Ups
Debora E. May, CPA, CFP®, CDFA®, partner and director of divorce litigation, wealth management and financial planning services, and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partner and director of divorce litigation division will be presenting which financial planning practices are the best for start-ups on Tuesday, June 7, 2022 at 11:00 am to 12:00 pm. Stay tuned as there will be more information about this webinar shortly.
Find out more »July 2022
Quarterly Market Investment Update and Important Financial Considerations
CBM and its financial advisory subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 19 from 12 pm to 1 pm. Join Debbie May, CBM partner and chief investment officer of MBI, and Alex Seleznev, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s Happening Now and…
Find out more »November 2022
Quarterly Market Investment Update and Important Financial Considerations
CBM and its financial advisory subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Wednesday, November 9 from 12 pm to 1 pm. Join Debbie May, CBM partner and chief investment officer of MBI, and Alex Seleznev, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s Happening Now and…
Find out more »