fbpx
Schedule a Consultation 410.461.3900

WEBINAR: Do You Have Too Much Cash, Earning Too Little?

 
Greetings! 

Determining the right amount of cash to hold is a much more complicated decision than most people think. You want to have enough cash on hand for monthly expenses, for unexpected large expenditures, and for an emergency fund in case of job loss or similar event. However, too much cash can negatively impact your overall success. Join us for a discussion on determining the right amount of cash for you to hold and where to hold it.
Webinar
Wednesday, November 30, 2022 from 11:45 AM to 1:00 PM EST
TOPICS WILL INCLUDE: 
  • How much is too much in your checking account?
  • How much is too much in your savings account?
  • Are you tired of earning too little on your cash?
  • Is your emergency fund too big?
  • Do you constantly have a cash balance greater than your monthly expenses?
  • Do you hold cash in your investment account?
  • How much is that extra cash costing you?
  • Do you know the Rule of 72?
  • Where should you put that cash instead?
  • How to perform a financial assessment on your portfolio
 
PRESENTER:
Managing Director, Wealth Management
& Executive Manager
We hope you can join us!
Sincerely,


Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
       
 
CONNECT WITH US