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Do You Have Too Much Cash?


Greetings!

Join us for a private luncheon presentation! 
 
Enjoy lunch and a discussion on determining the right amount of cash for you to hold and where to hold it.
WHEN
Wednesday, August 25, 2021 from 11:45 AM to 1:30 PM EDT
WHERE
Cured Table & Tap
10980 Grantchester Way
Suite 110
Columbia, MD 21044
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. 
 
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
BWFA
We look forward to seeing you there!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

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