WEBINARS
At BWFA, we believe education is an important part of making informed financial decisions. That’s why we offer a variety of educational webinars and workshops designed to help individuals and families better understand key financial, investment, tax, retirement, and lifestyle planning topics.
Our webinars are available online for individuals in the Baltimore-Washington region and across the country, providing practical insights and thoughtful guidance on a wide range of financial topics.
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Financial Education Workshops
Whether you are planning for retirement, navigating a major life transition, or simply looking to make more informed financial decisions, our workshops are designed to provide clear, practical education on a variety of wealth management topics. Sessions cover areas such as retirement planning, estate planning, tax strategies, investment management, and more.
Investment Webinars
Choosing where to invest your money and how you’re going to handle portfolio management is critical for positioning yourself for financial success. These webinars explore topics such as portfolio management, market trends, diversification, retirement investing, and long-term financial planning strategies. Participants gain educational insights to help them better understand how investment decisions fit into an overall financial plan.
Social Security Educational Seminars
Understanding Social Security benefits and claiming strategies can be complex. These educational webinars help participants better understand how benefits are calculated, how timing decisions impact retirement income, and how Social Security fits into a broader retirement strategy.
Retirement Planning Workshop
Retirement planning involves more than simply saving for the future. Our workshops cover income planning, investment considerations, tax strategies, healthcare planning, and other important financial decisions that can impact long-term retirement goals.
Estate Planning Webinars
Estate planning is an important part of protecting your wishes, your assets, and your family. These webinars discuss topics such as wills, trusts, probate, tax considerations, incapacity planning, and strategies designed to help individuals and families prepare for the future.
Life Events Education
Major life events can significantly impact financial plans and priorities. Our educational webinars address topics related to transitions such as career changes, divorce, loss of a loved one, caregiving responsibilities, and other situations that may require financial adjustments and planning.
