Presenters
Judith P. Barnhard,
CPA, CFP®, CDFA®
Partner
Aleksandr S. Seleznev,
MBA, CFP®, CFA
Partner
CBM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
Attendees are eligible to receive 1.0 hours of CPE for demonstrated participation in this session.
Description
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 your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.
Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Tuesday, January 10, 2023 from 11:00 am to 12:00 pm EST, as they discuss Social Security further.
This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.
Instructional Delivery Method: Group Internet Based
Recommended CPE: Participating attendees are eligible for 1.0 hours of CPE credit.
Recommended Field of Study: Finance (Technical)
Prerequisites: None
Advanced Preparation: None
Program Level: Overview
Refund Policy: This webinar is complimentary. No fee is required to participate.
Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.
Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angela Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.
Questions?
Please consider submitting your questions to the presenters during the registration process.
Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.