Welcome to BWFA's Webinar Schedule
At BWFA, we believe it’s important for you to have a clear understanding of your wealth management options. For this reason, we’re pleased to offer a number of educational workshops online in the form of webinars and opportunities to meet with a financial planner. Future Webinars listed below. To view all webinars by topic, register here
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WEBINAR: Taxation of Trusts: What Do I Need to Know as Trustee?
December 16, 2025 -
WEBINAR: 2026 Kickstart Series: Week 1 – The Power of Your Plate
January 5, 2026 -
WEBINAR: Selecting Your State of Residence in Retirement
January 6, 2026 -
WEBINAR: Tax Team: Client Information Workshop
January 7, 2026 -
WEBINAR: Top 10 Mistakes Retirees Make and How to Avoid Them!
January 13, 2026 -
WEBINAR: Financial Planning for Executives
January 14, 2026