fbpx

WEBINAR: Stop the Plane! 7 Questions to Answer Before Your Next Trip with Nicole Livingston


Traveling for the holidays? Join BWFA and guest presenter Nicole Livingston as she discusses the seven questions you need to answer to protect yourself and your loved ones before you embark.
WEBINAR

NOVEMBER 13, 2024

11:45 AM – 1:00 PM

Topics will include:

      • Estate planning options
      • Financial considerations and powers of attorney
      • Types of insurance
      • Medical decision makers
      • Potential tax liabilities
      • Traveling with minors
PRESENTERS:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

NICOLE LIVINGSTON

CFP®, CEPS

Senior Financial Planner

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

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