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: 8,000 Days in Retirement
January 15, 2026 -
WEBINAR: Why is a Comprehensive Financial Assessment So Important?
January 20, 2026 -
WEBINAR: Do I Need Long-Term Care Insurance?
January 21, 2026 -
WEBINAR: Do You Have Too Much Cash, Earning Too Little?
January 22, 2026 -
WEBINAR: Retirement 101: Strategies for Success
January 27, 2026 -
WEBINAR: Family Wealth Office
January 28, 2026 -
WEBINAR: Trust as Beneficiary of an IRA – Yes or No?
January 29, 2026 -
WEBINAR: Estate Planning: How to Avoid Probate & Guardianship
February 3, 2026 -
WEBINAR: Taxation of Trusts: What Do I Need to Know as Trustee?
February 4, 2026 -
WEBINAR: Financial Planning for Families
February 5, 2026
