Baltimore-Washington Financial Advisors invite you to an interactive workshop on, “Financial Planning for Business Owners.”
Business owners tend to wear many hats and send their time thinking about their business; frankly, it’s the only way to be truly successful. Given the constraints on business owners available time, often their personal financial matters are neglected. At this workshop, Baltimore-Washington Financial Advisors will discuss how to implement strategies for a successful retirement after the sale of your business. Please consider sharing 90 minutes of your valuable time with us to improve your finances for a lifetime!
TOPICS WILL INCLUDE:
- Avoiding the common mistakes
- Have you saved enough?
- Creating a vision – where will you live, what will you be doing, who will you live near?
- Evaluating your retirement savings
- Social Security
- Healthcare options/choices
- Creating a retirement paycheck
- Tax implications
- Asset allocation strategies for retirement
We hope you can join us!
President and CEO
For questions or help registering please contact,