January 2019
5 Considerations for Your Financial Health in the New Year
Join Patricia Drolet, CPA, PFS, CBM executive vice president, and Wendy Moyers, CFP, CDFA®, CBM senior financial advisor, in an in-depth discussion of 5 considerations for effectively planning your finances for 2019 and beyond. The presentation will be hosted at CBM’s Washington, DC office. Refreshments will be served. Please register via the form below. Patricia Drolet, CPA, PFS, CBMExecutive Vice President Wendy Moyers, CFP®, CDFA®, CBM Senior Financial Advisor REGISTER…
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