Description

CBM's wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its first 2024 Quarterly Market Investment Update presentation for Thursday, January 25th from 11 am to 12 pm EST. Join Gregory M. Estes, CFA, senior portfolio and relationship manager, and Josh Hahn, senior investment analyst, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Greg and Josh have helped hundreds of clients pursue their investment and wealth management goals.

Topics to be covered include:

• 2024 Expectations: The Year Ahead
• The Federal Reserve & The Soft Landing
• Market Fundamentals

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.