When

Thursday, November 9, 2023
11:00 AM to 12:00 PM EST


Presenters

Judith P. Barnhard, 
               CPA, CFP, CDFA                  Senior Financial and Tax Advisor

Gregory M. Estes, CFA
Senior Portfolio and Relationship Manager


Josh Hahn, 
Senior Investment Analyst

WEBINAR: Quarterly Market Investment Update and Important Financial Considerations (Q4)

Description

Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST. Join Judith P. Barnhard, CPA, CFP, CDFA, CBM partner and senior financial and tax advisor of MBI, Gregory M. Estes, CFA, senior portfolio and relationship manager 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. Judy, Greg, and Josh have helped hundreds of clients pursue their investment and wealth management goals.

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.