Hello Ladies!

We have just re-launched DivaCFO and the 6D's: Be Prepared Not Scared!  This website is for anyone who wishes to join us in a non-threatening community to learn about personal finances that matter to you.  Whether you like it or not, it's time you take charge and become your own CFO! We are going to make this relevant to you, interactive, experiential, fresh and FUN!  

What are the 6Ds that you need to prepare ahead for?
Death  |  Divorce |  Disability  |  Disaster  |  Debt  |  Dementia 

(Shout out to my dear friend Susan Hirshman for the last D!) 

Yes, all bleak and we know any of these cause extreme emotional challenges so it's better to have your affairs in order well in advance. The time is NOW! Stop with the excuses that you hate math, or you delegated this to someone else because you prefer to cook or hike!  We all prefer to be doing something else but this just can't keep getting pushed down on your To Do list!

Join us either live at our Knowledge Circles in Naples, Florida or remotely via Webex. (Details to follow)  Our launch party is set for January 30th!  Sign up for our newsletter so you don't miss our latest, greatest advice. And if you have the advice to help others with, please post it on our blog found at our "If Only I knew" Corner.  (Another shout out to S2!) We want to hear from YOU!

We look forward to getting to know you better, learning from you, hearing your stories about your financial troubles and solutions, but most of all helping you become your own CFO!  

All the best, Susan and CWA team
xo



Susan Joy Bruno, CPA/PFS, CFP®
Managing Director, Financial Planning


Capital Wealth Advisors
9130 Galleria Court, 3rd Fl
Naples, FL 34109

239-434-7434

203-981-1133
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IMPORTANT DISCLOSURES

CWA Asset Management Group, LLC is a SEC-registered investment adviser, doing business as Capital Wealth Advisors and as blueharbor wealth advisors.  Fundamental Global Investors, LLC is a SEC-registered investment adviser that is affiliated with CWA Asset Management Group, LLC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Nothing herein should be interpreted as investment advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Specific companies or securities described in this report are meant to be illustrative of investment style. Such case studies are not meant to be, and may not be, representative of any portfolio or holdings of CWA Asset Management Group, LLC, or Fundamental Global Investors, LLC.

Please note that past performance is not indicative of future results.

This material is solely for informational purposes and is intended only for the named recipient. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 



This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.