Living Legacy Program

A CWS Living Legacy Seminar
"Helping Individuals and Families Achieve Their Long-Term Financial Goals"


CWS has been helping individuals and families achieve long-term financial goals for over 30 years. With care and respect, we are honored to have been a part of your living legacies - from birth announcements to college graduations to retirement.

We treasure the passing of time and wealth creation that we have shared with you. It is said that change is the only constant and no one can dispute that it is happening faster. We know that being well prepared is now more important than ever - for you, for your family, for your friends.

With this in mind, we have created the Living Legacy Program. This program is designed to help educate you and your loved ones through a series of educational and informational seminars. The topics of these seminars is based on investor feedback from past surveys and includes economic forecasting, real estate investment and portfolio asset allocation.

Let us help you inform your family of proper estate planning and the contribution CWS makes to your portfolio diversification. Shape your legacy now so that your love ones for which you have so carefully built up your wealth can make intelligent and informed decisions to live out their legacy in comfort - secure in their dealings with attorneys, estate planners and tax advisors.

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Living Legacy Program