Personal Financial Planning For Business Owners


PRESENTERS:
THAD ISMART
Senior Financial Planner
BRIAN MACMILLAN
Managing Director M&A
WHEN
Tuesday, December 10, 2019 from 11:45 AM to 1:00 PM EST
*Lunch will be provided
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044

Greetings!

Baltimore-Washington Financial Advisors invite you to an interactive workshop on, “Personal Financial Planning for Business Owners.”
Business owners tend to wear many hats and spend their time thinking about their business. Given the constraints on business owners available time, their personal financial matters are often neglected. At this workshop, we will discuss how to implement strategies for a successful retirement after the sale of your business. Please consider sharing 90 minutes of your valuable time with us to improve your finances for a lifetime!
TOPICS WILL INCLUDE:
  • Avoiding common mistakes
  • Have you saved enough?
  • Creating a vision – where will you live, what will you be doing, who will you live near?
  • Evaluating your retirement savings
  • Social Security
  • Healthcare options/choices
  • Creating a retirement paycheck
  • Tax implications
  • Asset allocation strategies for retirement
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
410-461-3900
 
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