Blog | CB Investment Management

Redefining Investment Management. Executing Transformation.

Tower Club, Tysons, VA

11am 12th January 2019 including lunch

Chris Belchamber, Belpointe Asset Management

What are the best practices of the most successful investors? Few seem to be clear and stray towards suboptimal outcomes. Chris will explain how this happens throughout the investment process. Starting with the mindset, through allocation, and even assessment measures. Together with cycle analysis, his “Investment Mindset Bootcamp” can open your eyes to unique insights and transformative outcomes.

D. Christopher Winans, EA of Fidelis Tax and Accounting

Chris will share his insights on tax planning and how to minimize taxes during different phases of life.  Taking a proactive approach to tax planning is an often overlooked area in an individual’s financial life.  Learning to incorporate strategies into your financial and tax plans will help set you up for financial success.

Start 2019 with a renewed focus on engaging finance with a mindset that will move you ever closer to best practice and a constantly improving financial platform for your life.

Space is limited. So please respond soon to avoid disappointment.

RSVP to:

Best Practice is a matter of your Best Interest.

Education and a Commitment to Informed Consent is an Obligation.

Chris Belchamber is an IRMAA Certified Planner

Medicare’s IRMAA impacts every retirement plan. Learning how to mitigate it is available via IRMAA Certified Planners designation.

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