Our Library - Financial Education When You Need It
Our on-demand webinar library features timely discussions on key financial topics impacting individuals and families today. These sessions are designed to support thoughtful conversations and provide practical insights that help bring clarity to complex financial decisions.
Whether you’re a current client looking to stay informed or someone exploring a relationship with our firm, this resource reflects our commitment to education and long-term partnership. You can watch at your own pace, revisit topics as questions arise, and use these webinars as a starting point for meaningful discussions about your financial goals—anytime, anywhere.
March 9, 2026 - Lately, some of our investors are feeling that familiar market emotion: the urge to do something dramatic with their portfolio. It’s a natural human reaction… when we’re nervous, we want to take action. It just seems like the right thing to do. In this CWM Investor Update, Matt Hearn, CFP® discusses the Iran War, oil prices and the recent market volatility… and provides some historical perspective. As always, if you would like a no-cost or obligation second opinion on your investment strategy, please don’t hesitate to reach out.
JANUARY 27, 2026 - A new economic cycle is emerging—one defined by the promise and pressure of three powerful forces: artificial intelligence, global fragmentation, and persistent inflation. Understanding how these dynamics reshape markets, risks, and opportunities will be critical to protecting and growing your wealth in the decade ahead.
Presentation by Nick Johnson, Managing Director at J.P. Morgan, and Matt Hearn, CFP®, ChFC® from Cannon Wealth Management Services.