WEBINAR: Financial Planning for Executives


Can you imagine running your business without a strategic plan? Of course not, however many successful executives have no personal financial plan. Our comprehensive and proactive approach professionally organizes and manages your financial affairs, ensuring that you are maximizing all your corporate benefits. This allows you to focus your time on managing your company and your personal life.
Baltimore-Washington Financial Advisors invite you to an interactive workshop on our service tailored specifically for the financial needs of an executive.
Tuesday, August 29, 2023 from 11:45 AM to 1:00 PM EDT
  1. The importance of managing the wealth that you worked hard to acquire.
  2. How to maximize retained earnings that can be passed down to future generations in the most tax efficient way.
  3. How to diversify your options when choosing an exit strategy and preparing for liquidation.
  4. Creating a retirement plan that is tailored to your needs.
  5. The impact of providing an executive peace of mind knowing that their financial life is in order.
  6. Developing a plan by an experienced advisor that integrates personal goals, assets, and company benefits.
  7. The most financially efficient way to group benefits into a competitive compensation package.
  8. Benefits of offering complimentary financial planning to your employees.
Managing Director,
Wealth Management
& Executive Manager
Senior Financial Planner
Senior Tax & Planning Advisor
We hope you can join us!

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.