When

Wednesday, November 9, 2022
12:00 PM to 1:00 PM EST


Presenters

Debora E. May,
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.

WEBINAR: Quarterly Market Investment Update and Important Financial Considerations

Attendees are eligible to receive 1.0 hours of CPE for demonstrated participation in this session.

Description

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Wednesday, November 9 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®, CDFA®, CBM partner and chief investment officer of MBI, and Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Debbie and Alex have helped hundreds of clients pursue their investment and wealth management goals.

During the presentation, they will discuss:

  • Market Update: Back to Normality?
  • Market Volatility: Any Light at the End of the Tunnel?
  • Inflation: Is it Finally Cooling and What is Behind it?
  • Buy Low & Sell High: Should I Invest Any of My Cash Today? 
  • Top Financial Planning Strategies to Consider Today.  

Where

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, Angie 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.