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WEBINAR – Retirement 101: Strategies for Success


Greetings!
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Strategies for a Successful Retirement.”
 
Webinar
Tuesday, August 24, 2021 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • Avoiding the common mistakes
  • Have you saved enough?
  • Creating a vision – where will you live, what will you do, who will you live near?
  • Evaluating your retirement savings
  • Social Security
  • Healthcare options/choices
  • Creating a retirement paycheck
  • Tax strategies
  • Asset allocation strategies for retirement
  • Medicare
PRESENTERS:
Managing Director, Wealth Management
Senior Financial Planner
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
 
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