Description

Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q2) presentation for Thursday, April 20 from 11 am to 12 pm EST. Join Alex S. Seleznev, MBA, CFP®, CFA, CBM partner and chief investment officer of MBI, and Josh Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Alex and Josh have helped hundreds of clients pursue their investment and wealth management goals.

During the presentation, they will discuss:

• MBI - 2023 Market Outlook
• First Quarter Recap and Economic Update
• Recent Banking Issues: Systemic Problem or Isolated Event?
• Going International: Emerging Market Funds
• Top Investment Ideas

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.  

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.