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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

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 financial planning experts Jordan Egert and Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Click here to register. Among the topics they plan to discuss are: Protection Mechanisms Your Retirement Plan - How Financially Secure Is It? Tax-Efficient Wealth Transfers Estate Planning Gifting Strategies to…

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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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