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2024年1月
2024 Vision: Set Yourself Up for Financial Success this Year
Join us for a compelling webinar on Tuesday, 1月16日, from 11 am to 12 pm EST, where two esteemed experts, 阿比Niehoff, 国会议员, CFP®, CDFA®, manager of divorce financial planning services, 和Reema Patel, 注册会计师, CFP®, tax manager and financial planning advisor, will present a valuable session entitled "2024 Vision: Set Yourself Up for Financial Success this Year." During this informative webinar, Abbie and Reema will guide you through key strategies and insights to help you achieve your financial…
Find out more »Quarterly Market Investment Update and Important Financial Considerations (Q1)
Councilor, 葡京会手机app下载 & 老葡京手机app's wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its 2024 Q1 Quarterly Market Investment Update presentation on Thursday, January 25 from 11 am to 12 pm EST. 加入Gregory M. 埃斯蒂斯CFA, MBI senior portfolio and relationship manager, 和乔什·哈恩, senior investment analyst of MBI, 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…
Find out more »2024年2月
Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of 注册会计师s)
加入Judith P. Barnhard, 注册会计师, CFP®, CDFA® and Jane Ochsman Rowny, 注册会计师, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, 葡京会手机app下载 & 老葡京手机app, as they help you and members of the Greater Washington Society of 注册会计师s demystify Medicare and address what you should know now and in the future. 周二, 2月13日, 2024, Judy and Jane will address the following: • Medicare benefits available to you and understanding the enrollment process. • Distinguish between types of…
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