WEBINAR – Business Owner Series: Financial Planning


PRESENTERS:
BRIAN MACMILLAN
Managing Director M&A
THAD ISMART, CFP®
Senior Financial Planner
WHEN
Thursday, June 25, 2020 from 11:45 AM to 1:00 PM EDT
WHERE
Webinar
 
 
CONNECT WITH US
 
Greetings!

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!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Cortney Caronna
Client Associate
BWFA
emailus@bwfa.com
410-461-3900