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WEBINAR: Boo! Investing & Retirement Planning Doesn’t Have To Be Scary!


Baltimore-Washington Financial Advisors invite you to enjoy an educational discussion on investing and retirement planning. Our financial education will ensure you don’t get tricked this Halloween!
 
Webinar
Tuesday, October 31, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE: 
  • What is the Halloween investment strategy?
  • Is the October effect real?
  • How to avoid the return gap?
  • How to avoid the “Tax Boogey Man”
  • Does your advisor trick or treat you?
PRESENTER:
CEPS
Managing Director,  Wealth Management & Executive Manager
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,
Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and sign up for Upcoming Webinars at the link below.
          
 
CONNECT WITH US
 
BWFA, 5950 Symphony Woods Rd., Ste. 600, Columbia, MD 21044