Presented by Jeff Camarda, PhD, CFA, EA

   Make Sure Your Sound Is Turned Up!

Personal Strategy Session
Planning for the future starts today!
If we’ve learned anything about life in recent months, it’s how much our decisions today affect our later years. Making important financial decisions in times of crisis could have lifelong consequences.

Have questions about your own personal situation?  Click the link below to book a brief 30 min session with Jeff Camarda's team to get your questions answered. 
Jeff Camarda
PhD, CFA, EA

Master of Tax Laws, Georgetown Law School

Founder, The Family Wealth Education Institute and more
© 2024 The Family Wealth Education Institute - All Rights Reserved

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

  

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