Upcoming Webinars
College Planning Simplified
Casco Bay Wealth Advisors will be hosting an educational webinar entitled "College Planning Simplified" on Wednesday, February 7, 2024 at 7PM. Join us on Microsoft Teams from the comfort of your home or office!
College planning can be stressful … but it doesn’t have to be as bad as you think. Join us as we host college planning consultant Patrick Carroll of Advantage College Planning for an educational webinar focusing on how to make this task less daunting. Pat will discuss preparations to consider while in high school, choosing a college and major, admissions, financial aid, and much more. As always, our presentation will be followed by a brief question-and-answer period.
Register below or email Stephanie Hart at [email protected], or call (207) 245-6200 and provide your name and email address. Please direct questions about event content to Ashley Daigle at (207) 245-6200 or [email protected]
Webinar Registration "Estate Planning Essentials" - Thursday, April 22 at 4:00 pm
CBWA celebrates the Maine Outdoor Film Festival 2023!
Casco Bay Wealth Advisors has been proud to support the Maine Outdoor Film Festival. We enjoyed seeing clients and new faces alike enjoying the festival and celebrating the outdoors, arts, and conservation in our beautiful state.
What will we do next? Check back often to find out!