Due to concerns about the coronavirus, this presentation will be delayed until further notice. Please contact us at 301.986.0600 with any questions. Executive Vice President and Director of CBM's not-for-profit practice, Dan... Read more ›
Due to public health recommendations, this presentation will be delayed until further notice. Please contact us at 301.986.0600 with any questions. As environmental and socially-conscious concerns play an important role in the... Read more ›
This event is now closed to registrations. This presentation will include an overview of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. As you prepare for the end... Read more ›
CBM Principal Jane Ochsman Rowny and Financial Consulting Manager Jordan Egert will lead a comprehensive presentation of financial and tax considerations of retirement assets in divorce. They will present on tax considerations... Read more ›
Registration for this event is now closed. If you have any questions about Medicare or wish to be signed up for future presentations, please contact one of our presenters on CBM's online... Read more ›
For many, aging may mean a reconsideration of your living situation. Will you continue living in your house? Will you consider other residential options available to senior adults? These are important considerations for... Read more ›
Changes are normal in life, however it is surprising how rarely planning for life transition events occurs for those most impacted by the change. It is never too early to begin the... Read more ›
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... Read more ›
Senior Vice President Judy 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... Read more ›
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... Read more ›