Estate Planning: Retirement Benefits and Plans w. Elville and Associates


PRESENTERS:
Townsend Hornor, Jr.
Managing Director, Wealth Management
BWFA
Steve Elville, Esq. 
Principal
Elville and Associates


WHEN
Thursday, July 18, 2019 from 11:45 AM to 1:00 PM EDT
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to a discussion on “Estate Planning: Retirement Benefits and Plans (401(k)s, 403(b)s, traditional IRAs, Roth IRAs)”. 
TOPICS WILL INCLUDE:
  • Defining retirement plans and benefits in estate planning – what are they?
  • Why do retirement plan benefits require special treatment in estate planning and elder law?
  • How are retirement plans structured in relation to wills and trusts in estate planning?
  • How are retirement plans treated for tax purposes in estate planning?
  • Asset protection and retirement plans in estate planning
  • Retirement benefit planning for spouses and persons with disabilities
We look forward to seeing you there!
Sincerely,

Robert Carpenter 
President and CEO
 
For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900
 
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