Retirement 101 – Strategies for Success


WHEN
Tuesday, February 5, 2019 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

(Driving Directions Link)
 
 
CONNECT WITH US
 
Greetings!

 
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Strategies for a Successful Retirement.”
TOPICS WILL INCLUDE:
  • Avoiding the common mistakes
  • Have you saved enough?
  • Creating a vision – where will you live, what will you do, who will you live near?
  • Evaluating your retirement savings
  • Social Security
  • Healthcare options/choices
  • Creating a retirement paycheck
  • Tax strategies
  • Asset allocation strategies for retirement
  • Medicare
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