Upcoming Events

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life now and for miles in the future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of…

New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With this new legislation on the horizon, CBM has scheduled a one-hour presentation to address some of the more meaningful changes within the new legislation, which is commonly known as "Son of SECURE". On Thursday, September 2, join CBM's Wealth Management and Financial Planning Services Director Judy Barnhard and…

You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. Join CBM Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert for a one-hour educational session to help mid-career level professionals better understand the opportunities available to them to…

Executives and their human resources teams at professional services firms face several complex decisions related to employee benefits and executive benefits including retirement plan options, group disability insurance, long-term care insurance and a wide array of other options. How do you make the best choices for your team members, and how does the size of your practice impact your decision-making? Join CBM Executive Vice President Debbie May on Thursday, October 14 as she highlights options and considerations available to management…

Join CBM Senior Vice President and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan – How Financially Secure Is It? Importance of…

CBM is proud to host this first in its annual series of year-end tax planning educational webinars on Monday, December 6 from 11 am to 12 pm. CBM Tax Practice Director Richard Morris will highlight tax strategies that businesses and individuals should consider pursuing to benefit their position going into the new year. Richard will be joined by Alex Seleznev, partner, financial advisor and portfolio manager, who will provide a Quarter 4 Market Update, a topic he presents each quarter…

CBM is proud to host this second in its annual series of year-end tax planning educational webinars on Tuesday, December 7 from 11 am to 12 pm. CBM Tax Director Richard Morris and Professional Services Director Judy Barnhard will highlight tax insights that attorneys, architects, consultants, engineers and other professional services providers should consider pursuing to benefit their position (and that of their practices) going into the new year. Judy and Richard will be joined by Alex Seleznev, CBM partner,…