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Schedule a Consultation 410.461.3900

WEBINAR: Estate Planning: In the Bottom of the 9th Inning

 
Greetings! 

Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive workshop on, “Estate Planning: In the Bottom of the 9th Inning”.
Webinar
Tuesday, January 10, 2023 from 11:45 AM to 1:00 PM EST
TOPICS WILL INCLUDE:
  • Who can make health care decisions for your loved ones if they are unable to do so themselves?
  • What legal documents are needed to care for incapacitated family members?
  • What are the responsibilities of a Health Care Agent?
  • How can a loved one memorialize his or her end of life decisions?
  • If a loved one is unable to manage his or her finances, how can that be done without the need of a guardianship?
  • What is a power of attorney and how does it work?
  • What is a Living Trust and how does it work?
  • How should you prepare if the death of a loved one is imminent?
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager, BWFA
Principal,
Law Offices of Gary Greenwald, P.C.
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.
        
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