WEBINAR: Financial Planning: Welcoming a Child or Grandchild

Welcoming a child or grandchild into the world is one of life’s most special occasions. Are you doing all that you can, in terms of financial planning, to position your child or grandchild for financial success? Are you doing everything you can to prepare for the financial responsibilities of daycare, healthcare, secondary education, college and beyond? Have you listed a minor child as a primary or secondary beneficiary on any of your accounts?
For answers to these questions and more Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Financial Planning: Welcoming a Child or Grandchild.”
Wednesday, February 14, 2024 from 11:45 AM to 1:00 PM EST
  • What is the best way to save for college/private school?
  • What estate planning documents should parents/grandparents have?
  • What financial decisions should new parents be making?
  • What resources are available to help with health care and daycare expenses?
  • How to budget for additional expenses as a new parent?
  • How grandparents can help?

Managing Director,  Wealth Management & Exec. Manager
Senior Financial Planner
Financial Planner
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 contact us using emailus@bwfa.com.
View and signup for Upcoming Webinars at the link below.