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Financial Planning

  • EP31: Generational Planning – 11.22.22

    • November 22nd, 2022
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    GENERATIONAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP30: Emergency Fund 101 – 11.10.22

    • November 10th, 2022
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    EMERGENCY FUND 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS Associate… Read More

  • EP29 PT1: Life Stages – Wealth Management in Your 20’s – 10.28.22

    • October 28th, 2022
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    LIFE STAGES – WEALTH MANAGEMENT IN YOUR 20’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP29 PT3: Life Stages – Wealth Management in Your 40’s – 10.28.22

    • October 28th, 2022
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    LIFE STAGES – WEALTH MANAGEMENT IN YOUR 40’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP29 PT4: Life Stages – Wealth Management in Your 50’s – 10.28.22

    • October 28th, 2022
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    LIFE STAGES – WEALTH MANAGEMENT IN YOUR 50’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22

    • October 28th, 2022
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    LIFE STAGES – WEALTH MANAGEMENT IN YOUR 30’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP28: Medicare 101 – 10.6.22

    • October 6th, 2022
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    MEDICARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP27: Roth IRA 101 – 9.27.22

    • September 27th, 2022
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    ROTH IRA 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP26: Estate Planning 101 – 9.22.22

    • September 22nd, 2022
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    ESTATE PLANNING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP25: Alphabet Soup: Professional Designations – 9.16.22

    • September 16th, 2022
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    ALPHABET SOUP: PROFESSIONAL DESIGNATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA