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: Tax Planning: RMD’s & QCD’s – Alphabet Soup!
October 1, 2026 -
WEBINAR: Planning for Social Security
October 6, 2026 -
WEBINAR: Retirement 101: Strategies for Success
October 8, 2026 -
WEBINAR: What Kind of Planning Do You Need?
October 13, 2026 -
WEBINAR: What’s Your Retirement Number?
October 14, 2026 -
WEBINAR: Unlocking Value: The Impact of Home Condition on Sale Price
October 20, 2026 -
WEBINAR: Selecting Your State of Residence in Retirement
October 21, 2026 -
WEBINAR: Required Minimum Distributions
October 22, 2026 -
WEBINAR: Trust as Beneficiary of an IRA – Yes or No?
October 27, 2026
