fbpx

WEBINAR: Selecting Your State of Residence in Retirement


 

Greetings!
Baltimore-Washington Financial Advisors invite you to attend a discussion on where you will live in retirement. 
 
Webinar
Tuesday, July 18, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • What state is best?
  • How much will it cost to stay in Maryland or any state?
  • How to decide where you will retire?
  • Should you buy or rent your home?
  • Healthcare costs by state, how do they compare?
  • What are the differences in state and local income taxes by state?
  • Estate planning and estate taxes by state, are they the same?
  • Property and sales tax by state, are they different?
  • Cost of living by state, what’s the impact on you?
  • What is the one state not to move to?
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager
CFP®, CEPS
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 | 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 email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
      
 
CONNECT WITH US