WEBINAR: Why is a Comprehensive Financial Assessment So Important?

Greetings!

BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Portfolio Manager.

How will your portfolio score?

Sign up for this important webinar to learn how to optimize your current investment portfolio. This webinar is designed for investors who do not currently work with BWFA. By understanding the tools and techniques that we utilize, we believe you can enhance your overall performance, reduce risk, and provide yourself with a better investment strategy to secure your financial future. We welcome the opportunity to explore how BWFA may be able to help you.

Webinar
Wednesday, March 29, 2023 from 11:45 AM to 1:00 PM EDT

23 FACTORS WE EVALUATE:

I can’t make it

PRESENTER:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

We hope you can join us!

Sincerely,

Robert Carpenter

President and 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.