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Baltimore-Washington Financial Advisors invite you to an educational webinar: “What Kind of Planning Do I Need?”
Discover how Financial, Estate, Tax, and Investment Planning can be tailored to your needs. Gain practical strategies, expert insights, and actionable next steps to help you make informed decisions about your wealth management.
WEBINAR
OCTOBER 13, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Financial planning vs. estate planning
- Investment planning vs. tax planning
- Asset alignment strategies
- Proper funding of an estate plan
- Reviewing beneficiary designations
- The relationship between financial planners, tax advisors, financial advisors, and estate planning attorneys
PRESENTERS:
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