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Pre- and Post Retirement Planning: Top Ideas and Considerations

Below is a video recording of the November 17, 2022 webinar presented by Councilor, Buchanan & Mitchell (CBM) and May Barnhard Investments, CBM’s wealth management subsidiary. This was the first in a three-webinar series focused on help you prepare for a relaxing and comfortable retirement.

If you are interested in speaking with one of our presenters or would like to participate in our upcoming January 10 webinar, “Maximizing Social Security Benefits and Avoiding Mistakes” or our February 9 webinar, “Medicare and the Inflation Reduction Act”, please complete the form below the video. Or register here

Complete the form below with any questions for our presenters. 

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