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April 2021

(Virtual) Market Update: Q2 Investment Update and Financial Considerations

April 22 @ 12:00 pm - 1:00 pm Eastern

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their 2021 Q2 Market Update for Thursday, April 22 from 12 pm to 1 pm. Join Debbie May, CBM Executive Vice President and Chief Investment Officer of MBI, and Alex Seleznev, Senior Advisor and Chief Operating Officer, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s…

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May 2021

(Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)

May 12 @ 3:15 pm - 4:30 pm Eastern

Julia Lafferty, a principal at Councilor, Buchanan & Mitchell, P.C., will participate in an Ask the Experts panel session at the 2021 Greater Washington Society of CPAs Employee Benefit Plans Virtual Conference on Wednesday, May 12, from 3:15 to 4:30 pm. The annual conference, which CBM is supports this year as a silver sponsor, provides educational opportunities for both plan auditors and fiduciaries covering topics relevant to employee benefit plan audits. Professionals should attend this conference to learn about the…

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