Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services,... Read more ›
Please join CBM for an informative webinar scheduled for Tuesday, December 5th, from 11:00 am to 12:00 pm EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›
Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›
Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST.... Read more ›
The Certified Nonprofit Accounting Professional (CNAP) program, to be delivered virtually by CBM - Councilor, Buchanan & Mitchell P.C. on October 17 - 18, 2023, is a two-day training and exam-based certificate... Read more ›
CBM and its wealth management subsidiary, MBI, have canceled their latest Quarterly Market Investment Update presentation for Thursday, August 3 from 11 am to 12 pm EST. Please stay tuned for the... Read more ›
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. Registration has been closed. CBM, P.C. is... Read more ›
Councilor, Buchanan & Mitchell has scheduled a one-hour webinar with guest speaker Jan Brito, REALTOR® and associate broker of Brito Associates of Compass, and Alex S. Seleznev, MBA, CFP®, CFA, CBM partner, on Thursday,... Read more ›
Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, February 9, 2023 from 11:00 am to 12:00 pm EST, as... Read more ›
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... Read more ›