Baltimore-Washington Financial Advisors invite you to an interactive workshop on “What Kind of Planning Do I Need?” Financial Planning, Estate Planning, Tax Planning, and Investment Planning—which one do you need? What are the differences and how do they work together will be discussed along with much more information on these critical areas of wealth management.
WEBINAR
SEPTEMBER 10, 2024
11:45 AM – 1:00 PM
Topics will include:
Financial Planning vs. Estate Planning
Investment Planning vs. Tax Planning
Asset Alignment
Funding of the Estate Plan
Beneficiary Designations
The Financial Planner/Tax Advisor/Financial Advisor/Estate Planning Attorney relationship
