WEBINAR: Top 10 Mistakes Retirees Make and How to Avoid Them!

Baltimore-Washington Financial Advisors invites you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!” Planning for retirement involves more than just saving. This workshop highlights some of the most common mistakes retirees make and offers practical strategies to help you avoid them. From Social Security timing to tax considerations and income planning, you will gain insights to help support more confident financial decisions.

WEBINAR
MAY 19, 2026
11:45 AM – 1:00 PM

REGISTER NOW

TOPICS WILL INCLUDE:

Not claiming Social Security correctly
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
Overpaying for Medicare
Underestimating living and healthcare expenses

PRESENTERS:

TOWNSEND HORNOR, JR.
CEPS
Managing Director, Wealth Management & Executive Committee

LAWRENCE M. POST
CPA, MST, CFP®, CIMA®
Senior Tax and Planning Advisor

For questions or help registering, please contact
Jadyn Wynn, Marketing Associate | [email protected] | 410-461-3900