(301) 986-0600
Submit RFP Bill Pay
Loading Events

← Back to Events

CBM – Councilor Buchanan & Mitchell, P.C.

+ Google Map
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States

August 2019

Understanding Retirement Accounts During a Divorce or Separation

August 22 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
+ Google Map

CBM Manager Jordan Egert will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement accounts. He will specifically deliver insights on how to properly determine marital and non-marital values in IRAs, TSP, 401K and 403B plans, as well as other retirement account types. Applicable methodologies Information and documents required Considerations to be cognizant of Common issues that may arise when performing this analysis What happens when critical information is missing How…

Find out more »

November 2019

Medicare – A Critical Cornerstone for Retirement

November 12 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
+ Google Map

More details about this presentation will be available soon. Presented by Wendy Moyers and Alex Seleznev. Wendy Moyers, CFP®, CDFA®Senior Financial Advisor Alex Seleznev MBA, CFP®, CFA,Senior Investment Advisor                   Register Here:

Find out more »
+ Export Events