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Schedule a Consultation 410.461.3900

WEBINAR: The Volatile Market Makes a Comprehensive Financial Assessment Critically 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 Relationship Manager.
 
Is your portfolio properly positioned for the recovery? How will your portfolio score?
Given the market turmoil throughout the past year, it is imperative that your portfolio is properly positioned for the recovery. 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. See additional details below.
Webinar
Thursday, January 19, 2023 from 11:45 AM to 1:00 PM EST
23 FACTORS WE EVALUATE:
 
PRESENTER:
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.
      
 
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