For decades, Baltimore-Washington Financial Advisors has provided customized wealth management services to families. We begin by helping you identify your family’s wealth management priorities. With your priorities in mind, we utilize our experience in managing investment portfolios, designing and building financial plans, and tax strategies to deliver you and your family a truly exceptional family wealth plan that helps you achieve your goals and dreams now and for future generations.
WEBINAR
NOVEMBER 5, 2024
11:45 AM – 1:00 PM
Topics will include:
Identifying your family wealth management priorities
Retirement projections and scenarios for your family wealth
Cash flow and debt management for your family wealth
Investments, how to manage for a family vs. an individual
Education planning for a family
Family tax planning and strategies vs. tax preparation
