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WEBINAR – Do You Really Need a Bank? What Alternatives Are There?


Greetings!

Stopping by your local bank branch, while picking up groceries and dry cleaning used to be a part of Americans’ everyday routine. Now, many routines have changed, and how we bank is one of them. A local “brick and mortar” branch is no longer the norm for many. Online banking, mobile devices, third-party payment platforms, credit unions are now commonplace.
 
Join Baltimore-Washington Financial Advisors for a discussion on banking alternatives and how to simplify your cash management.


Webinar
Tuesday, December 15, 2020 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE: 
  • Are you paying too much for check writing, ATM/debit cards, credit cards, bill-pay, FDIC insurance?
  • Better cash management solutions to improve your returns and lower your fees.
  • How much should you have in savings? Do you have too much? Why is too much bad?
  • Are you using the equity in your investment portfolio for debt management?
  • Do your banking and investing at the same institution, it’s easier and more convenient.
  • How consolidation of financial Institutors improves performance
  • Why a credit union might be more cost effective and deliver better service.
  • What tools and assessments can BWFA run for individuals to evaluate these issues?
 
PRESENTER:
Managing Director, Wealth Management
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

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