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CBM – Councilor Buchanan & Mitchell, P.C.

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

June 2019

Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits

June 26 @ 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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Join CBM for an upcoming presentation—back by popular demand—on strategies to help a child or grandchild prepare for a future in higher education. During this Wednesday, June 26 event, Senior Financial Advisor Wendy Moyers and Senior Investment Advisor Alex Seleznev will address how saving in a 529 plan can help students and parents escape the burden of long-term student loans, effective gifting strategies for 529 plans and the following related topics during an engaging and in-depth presentation: 1. Benefits to…

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July 2019

Making Sense of Retirement for Federal Employees

July 17 @ 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 Vice President Judith Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include: Federal Employees Retirement System (FERS) pension: Eligibility and benefits calculation Annuity and Payment options: Single versus Joint annuity, and other options How to select the best option for you Thrift Savings Plan (TSP): Investment options and performance results Comparison with non-government investment options Required Minimum Distribution (RMD) options Rollover considerations: Pros…

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Let’s Talk About Money and Investing for Female Professionals (sponsored by CBM D-PATH)

July 18 @ 12:00 pm - 1:00 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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Women face many obstacles to overcome during our lifetimes: the wage gap, the career gap, and the investment gap. The good news is that investing and managing your own portfolio is gender neutral. Everyone can overcome the investment gap by learning how to save and invest. Female professionals are invited to attend an hour-long lunchtime presentation on Thursday, July 18, to learn how investing can help you build a stronger financial foundation for yourself. CBM Senior Financial Adviser Wendy Moyers…

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