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Cwa

Capital Wealth Advisors
(866) 601-3031
www.capitalwealthadvisors.com

Today’s investors are presented with many different approaches and challenges. The goal of Capital Wealth Advisors is to work with clients to adopt sound, risk-appropriate investment strategies and to assist clients in achieving their investment objectives. They build each piece of a customized portfolio to focus on their first priority – preservation of capital. They understand that families have spent years building wealth, and it is their job to protect it.

Archived Webinars

PLANNING BEYOND THE DEMISE OF THE STRETCH IRA: A NEW STRETCH TO CONSIDER
Recorded Date January 6, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other