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Your future is on the horizon…are you ready for it?

May Barnhard Investments, the wealth management subsidiary of Councilor, Buchanan & Mitchell, has scheduled a special three-webinar series to provide individuals nearing retirement with the knowledge they need to make informed financial decisions. Judith P. Barnhard and Aleksandr S. Seleznev, partners at CBM and directors of the firm’s wealth management and financial planning services group, have decades of combined experience collaborating with clients to identify and develop customized financial plans to meet their goals. Judy and Alex look forward to sharing their expertise with you during the following three web-based presentations. Feel free to participate in one, two or all three depending on your interests. These web-based sessions are complimentary and questions are welcome.

Pre- and Post-Retirement Planning: Top Ideas and Considerations

Thursday, November 17, 2022
5:00 pm – 6:00 pm EST

Medicare and the Inflation Reduction Act: What You Need to Know

Thursday, December 15, 2022
11:00 am – 12:00 pm EST

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Maximizing Social Security Benefits and Avoiding Mistakes       

Tuesday, January 10, 2023
6:00 pm – 7:00 pm EST

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Helpful Reading

The following articles may be helpful reading in advance of CBM’s retirement planning webinar schedule. Please contact us with any questions.. Learn more about May Barnhard Investments at www.maybarnhardinvestments.com.