fbpx

WEBINAR – Financial Planning for Families


Greetings!
 
For decades, Baltimore – Washington Financial Advisors has provided customized wealth management services to families. We begin by helping you to 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 to achieve your goals and dreams now and for future generations. 
 
Webinar
Thursday, October 21, 2021 from 11:45 AM to 1:00 PM EDT
 
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
  • Insurance needs for the entire family
  • Estate planning for this generation and beyond
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
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
CONNECT WITH US