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Forging a Future of Financial Success

  • by CWA
  • •    March 31, 2016
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On Tuesday, March 29, CWA’s 6th floor conference room was almost completely full with juniors and seniors from one Townview School of Business and Management, one of Dallas ISD’s top performing high schools. The students came dressed professionally. They were clearly ready to learn about wealth accumulation.

Prior to the seminar, each student had an opportunity to indicate their desired career track — business management or accounting. 3to1 Director Michele Mulholland worked closely with Townview teachers to tailor the curriculum in such a way that it enhanced and supported what they are learning this school year. CWA Managing Partner Dan Wicker kicked the day off with a welcome from CWA and a few warm up questions to get the group’s wheels turning on the topic of the day.

“You know more than I did when I was your age,” he admitted to the students. They were indeed an impressive group.

Representing CWA, Scott Clynch, Brittany Dewan, David Forbess, Regan Stephenson and Chase Thomas, presented topics that covered everything from budgeting to investing in the four hour seminar. The students, who had been assigned to one of 8 teams, were given lifestyle scenarios for which they had to create and present a successful budget including living expenses, emergency funds and a savings plan. Their final reports, which were presented to the entire room, were evidence of a successful afternoon — solid budget and lots of laughs.  The day concluded with a warm expression of gratitude from the Townview students to the CWA team. The feeling was mutual.

Learn more about the 3to1 Foundation

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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