fbpx
Schedule a Consultation 410.461.3900

WEBINAR: Estate Planning: Guardianship & The Alternatives
Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Guardianship and the Alternatives: What Parents, Family Members, and Financial Advisors Need to Know”.
 
Webinar
Tuesday, August 16, 2022 from 11:45 AM to 1:00 PM EDT
The decision to pursue guardianship – to obtain the legal authority to make decisions for another person – is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding.
 
TOPICS WILL INCLUDE:
  • What is guardianship?
  • What are the benefits and drawbacks?
  • What are the main questions every family should ask before making the decision to pursue guardianship?
  • What are some of the alternatives to guardianship?
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 | 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.
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 email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

CONNECT WITH US