Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

Notice For Clients Regarding COVID-19

  • by CWA
  • •    July 2, 2020
SHARE

Updated July 5, 2020:

As of July 1, 2020, CWA will allow a limited number of clients in the office for in-person annual or new financial planning consultations. Clients are encouraged to use Zoom for consults through the end of August. Requests for virtual consults through the rest of the calendar year will be accommodated.

Unless required by state or local ordinance, the use of face masks will not be required on property, however disposable face masks and latex gloves are available to all visitors upon request.  Hand sanitizer stations are in the main entrance of the 5th and 6th floor, along with sanitation bottles in conference rooms. Consult rooms, workspaces, restrooms and conference rooms will be cleaned thoroughly and with increased frequency. 

For individual concerns, please contact your planning team.

PRACTICING PREVENTION WHILE AT THE CWA OFFICE

Cover your mouth and nose with a  face cover when around others. Cover your cough or sneeze with a tissue, then throw the tissue in the trash.



Put distance between yourself and other people (at least 6 feet). Avoid close contact with people who are sick.

 


Clean your hands often, either with soap and water for 20 seconds or a hand sanitizer that contains at least 60% alcohol.



Our team is committed to cleaning and disinfecting frequently touched objects and surfaces daily.

Learn more about how the virus is spread and prevention tips on the CDC website. We look forward to welcoming you to our offices again soon!

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. 

LIKE THIS ARTICLE? HERE ARE OTHERS YOU MIGHT LIKE.

Move The Big Rocks First

July 22, 2024

CWA Names Two Equity Partners

January 17, 2023

Webinar: Inside the Pediatric Practice Comparison Report

May 2, 2022

WEBINAR: Orthodontic Practice Comparison Report: Beyond the Book

April 4, 2022
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (189)
  • Annual Meeting (14)
  • Digital News Feature (152)
  • Financial Planning (134)
  • Inside CWA (28)
  • Investing (51)
  • Knowledge & Know-How (78)
  • News (83)
  • PR/Marketing/Social Media (4)
  • Practice Management (91)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (95)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Is Top-Line Growth Enough? – Ep. 236

June 3, 2025

Finding Individualized Financial Advice – Ep. 235

May 27, 2025

Auto Loans, Leases and Financing – Ep. 234

May 20, 2025

International House of … Stagflation? – Ep. 233

May 13, 2025

Is Top-Line Growth Enough? – Ep. 236

June 3, 2025

Finding Individualized Financial Advice – Ep. 235

May 27, 2025

Auto Loans, Leases and Financing – Ep. 234

May 20, 2025

International House of … Stagflation? – Ep. 233

May 13, 2025
CONNECT WITH US
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco