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Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Strategies for a Successful Retirement.”
Webinar
Wednesday, January 19, 2022 from 11:45 AM to 1:00 PM EST
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
& Executive Manager
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We hope you can join us!
Sincerely,
Robert Carpenter
President and CEO
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BWFA is a Fee-Only/Fiduciary Advisor.
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For questions or help registering please contact,
Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900
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