Welcome to BWFA's Webinar Schedule
At BWFA, we believe it’s important for you to have a clear understanding of your wealth management options. For this reason, we’re pleased to offer a number of educational workshops online in the form of webinars and opportunities to meet with a financial planner. Future Webinars listed below. To view all webinars by topic, register here
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WEBINAR: Volatility in the Markets
September 15, 2026 -
WEBINAR: Housing Options as You Age
September 16, 2026 -
WEBINAR: Roth vs. Traditional IRA – Which is Right For You?
September 17, 2026 -
WEBINAR: Smart Mortgage Strategies for Downsizing with Jon Wald
September 23, 2026 -
WEBINAR: Are You Prepared for Medicare?
September 24, 2026 -
WEBINAR: Taxation of Trusts: What Do I Need to Know as Trustee?
September 29, 2026 -
WEBINAR: Tax Planning: RMD’s & QCD’s – Alphabet Soup!
October 1, 2026 -
WEBINAR: Planning for Social Security
October 6, 2026
