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September 2021

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals

September 21 @ 11:00 am - 12:00 pm Eastern

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session. Click here to register. Description: You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. On Tuesday, September 21, Join CBM Partner, Financial Advisor and Portfolio Strategist Alex…

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October 2021

(Virtual) Employee Benefits and Executive Benefits: What Professional Services Firms Need to Know

October 14 @ 11:00 am - 12:00 pm Eastern

Click here to register. Description: Executives and their human resources teams at professional services firms face several complex decisions related to employee benefits and executive benefits including retirement plan options, group disability insurance, long-term care insurance and a wide array of other options. How do you make the best choices for your team members, and how does the size of your practice impact your decision-making? Join Partner Debora E. May on Thursday, October 14 as she highlights options and considerations…

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November 2021

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

November 2 @ 11:00 am - 12:00 pm Eastern

Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan – How Financially Secure Is It? Importance of Market Volatility…

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December 2021

(Virtual) Year-End Tax Planning Webinar for Businesses and Individuals (with a Market Update)

December 6 @ 11:00 am - 12:00 pm Eastern

Description: CBM is proud to host this first in its annual series of year-end tax planning educational webinars on Monday, December 6 from 11 am to 12 pm. CBM Tax Practice Director Richard Morris will highlight tax strategies that businesses and individuals should consider pursuing to benefit their position going into the new year. Richard will be joined by Alex Seleznev, partner, financial advisor and portfolio manager, who will provide a Quarter 4 Market Update, a topic he presents each…

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(Virtual) Year-End Tax Planning for Professional Services (with a Market Update)

December 7 @ 11:00 am - 12:00 pm Eastern

Description: CBM is proud to host this second in its annual series of year-end tax planning educational webinars on Tuesday, December 7 from 11 am to 12 pm. CBM Tax Director Richard Morris and Professional Services Director Judy Barnhard will highlight tax insights that attorneys, architects, consultants, engineers and other professional services providers should consider pursuing to benefit their position (and that of their practices) going into the new year. Judy and Richard will be joined by Alex Seleznev, CBM…

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