Final Quarterly Seminar is Nov. 9, 2006
Please join us for our last Estate Planning seminar of the year: More Important than Taxes, Protecting Your Family. Previous seminars focused on reducing or eliminating estate taxes on large estates. This seminar will focus on the other goals of estate planning – maintaining family harmony and fulfilling your wishes. See the insert for more details.
Welcome Rachel Roffman
Rachel joined BWFA in June as Investment Operations Manager, replacing Terri Mueller. Prior to coming to BWFA, Rachel worked in the Corporate Trust Department for M&T Bank. She graduated with a B.S. in Mass Communications from Towson University and worked for Legg Mason as a Marketing Associate for the Association Investment Program.