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CBM – Councilor Buchanan & Mitchell, P.C.

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7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States

May 2019

Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)

May 1 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation the evening of Wednesday, May 1 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Scroll down to register.  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…

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Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

May 9 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM Senior Vice President Judy Barnhard, Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Scroll down to access the registration form. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan - How Financially Secure…

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Certified Nonprofit Accounting Professional (CNAP) training program

May 20 @ 9:00 am - May 21 @ 4:00 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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$650

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit clients throughout the country, to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training, and runs programs in the spring and fall. The two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous…

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Client Accounting Services Best Practices for Subcontractors (for the American Subcontractors Association, Metro Washington Chapter)

May 23 @ 7:30 am - 10:00 am
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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When you’re focusing on the overall success of your subcontracting business, it’s easy to forget some of the nut-and-bolts elements of your operations, which nevertheless impact your bottom line. Questions about whether to hire full-time staff to manage your business finances, how to stay current with emerging technologies and systems to maximize business efficiencies, or how to find a resource to help you make good decisions across your business operations (rather than keeping them in silos) can be easy to…

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