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WEBINAR: Why Is a Comprehensive Financial Assessment So Important?


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

JANUARY 15, 2025

11:45 AM – 1:00 PM

23 FACTORS WE EVALUATE:

PRESENTER:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

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