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Schedule a Consultation 410.461.3900

WEBINAR: Retirement 101: Strategies for Success

 
Greetings!
Baltimore-Washington Financial Advisors invite you to an interactive workshop on strategies for a successful retirement.
Webinar
Thursday, August 31, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • Avoiding the common mistakes
  • Have you saved enough?
  • Creating a vision – where will you live, what will you do, who will you live near?
  • Evaluating your retirement savings
  • Social Security
  • Healthcare options/choices
  • Creating a retirement paycheck
  • Tax strategies
  • Asset allocation strategies for retirement
  • Medicare
PRESENTER:
Managing Director, Wealth Management
& Executive Manager
We hope you can join us!
Sincerely,


Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

        
 
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