WEBINAR: Top 10 Mistakes Retirees Make and How to Avoid Them! Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!” WEBINAR JANUARY 9, 2025 11:45 AM – 1:00 PM Topics will include: Not claiming Social Security correctly Overpaying for Medicare Underestimating living and healthcare expenses Tapping retirement accounts too soon Improper transfer of qualified accounts Ignoring minimum distribution rules No will or estate planning Holding too much cash Not having a Retirement Plan Buying an annuity PRESENTERS: TOWNSEND HORNOR, JR. CEPS Managing Director, Wealth Management & Executive Manager THAD ISMART 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
