Schedule a Consultation 410.461.3900

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
AUGUST 19, 2025
11:45 AM – 1:00 PM

PRESENTER:

TOWNSEND HORNOR, JR.
CEPS

Managing Director, Wealth Management & Executive Committee
For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900

BWFA WEBINAR SCHEDULE

We are proud to offer webinars every week on a variety of financial and lifestyle topics. Webinars are complimentary and easily accessed through Zoom. You can participate from anywhere in the world, so feel free to share this email with family and friends.