Selecting Your State of Residence in Retirement


WHEN
Tuesday, July 24, 2018 from 11:45 AM to 1:00 PM EDT
*Lunch will be served 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
CONNECT WITH US
 
**Registration full, please email Eve Kennedy (ekennedy@bwfa.com) to be put on the wait-list.**

Greetings!

 
Baltimore-Washington Financial Advisors invite you to attend a discussion on where you will live in retirement.
TOPICS WILL INCLUDE:
  • What state is best?
  • How much will it cost to stay in Maryland?
  • How to decide where you will retire
  • Should you purchase or rent?
  • Healthcare costs by state
  • Differences in state and local income taxes
  • Estate planning and estate taxes by state
  • Property and sales tax by state
  • Cost of living by state
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