Top 10 Mistakes Retirees Make and How to Avoid Them


WHEN
Tuesday, December 18, 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

(Driving Directions Link)
 
 
CONNECT WITH US
 
Greetings!

 
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!”
TOPICS WILL INCLUDE:
  1. Not claiming Social Security correctly
  2. Overpaying for Medicare
  3. Underestimating living and healthcare expenses
  4. Tapping retirement accounts too soon
  5. Improper transfer of qualified accounts
  6. Ignoring minimum distribution rules
  7. No will or estate planning
  8. Holding too much cash
  9. Not having a Retirement Plan
  10. Buying an annuity
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