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Next Gen Education Series: Session Three – Putting it all Together

Join us this summer for our Next Gen Education Event Series on investing. We will have members of our team share their expertise on the selected topics and be available to answer any questions. Each session of the series is designed to build on the previous topics, but it is not a requirement that you attend each one, so feel free to register for the topics that interest you.

Session Three – Putting it all Together will be on Wednesday, September 22nd at 10:00am PST. It will cover the following topics:

  • When & why hire an advisor
  • Coordination of all advisors
  • Aligning
  • finances with goals & objectives
  • Handling financial unknowns
  • Tracking progress & monitoring results
  • What comes next?

Register here!


Important Disclosure Information:

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed herein, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed herein. The discussion or information contained herein is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained herein. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

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