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WEBINAR – Estate Planning for Young Families w/ Elville & Associates


Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Estate Planning for Young Families.”
 
Webinar
Wednesday, February 23, 2022 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE:
  • A discussion of the legal documents that are vital for anyone over the age of 18
  • Why the assumptions “estate planning is for older and/or wealthier people” are not true
  • An overview of concerns that are of particular importance to parents of minor children
  • Addressing why estate planning is vital even if you are married – a spouse does not have automatic authority or rights in all matters.
  • How to title your assets when you have children who are not legally adults.
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
Principal, Elville and Associates
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 | Client 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.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please contact us using emailus@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

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