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Baltimore-Washington Financial Advisors invites you to an interactive workshop on strategies for a successful retirement. For the first time since 2020, Baltimore-Washington Financial Advisors is pleased to welcome guests back for an in-person seminar! Join us for an engaging, lunch-style workshop featuring practical strategies to help you prepare for a successful and fulfilling retirement. A boxed lunch from Lunchbox Lady will be served.
IN-PERSON SEMINAR
OCTOBER 8, 2026
11:45 AM – 1:00 PM
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
- Medicare
- Healthcare options/choices
- Creating a retirement paycheck
- Tax strategies
- Asset allocation strategies for retirement
PRESENTERS:
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