Planning for Social Security


WHEN
Tuesday, November 27, 2018 from 11:45 AM to 1:00 PM EST
*Lunch will be served 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
 
CONNECT WITH US
 
Greetings! 

 
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Planning for Social Security”.
TOPICS WILL INCLUDE:
  • Calculating your Social Security benefits
  • How work, age and marital status affect your benefits
  • Synchronizing spousal benefits
  • Minimizing taxes on your benefits
  • Integrating Social Security with other retirement income
  • Benefits for ex-spouses and surviving spouses
PRESENTERS:
Managing Director,
Wealth Management
Sr. Financial
Planner
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