WEBINAR: Tax Team: Client Information Workshop Baltimore-Washington Financial Advisors invite you to meet your Tax Team and learn all the ways we can assist you! WEBINAR JANUARY 7, 2026 11:45 AM – 1:00 PM Topics will include: Our Process Timelines What we need from you What we do not need from you Filing Payments PRESENTERS: LAWRENCE M. POST CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor MATTHEW SMILER ChFC® Tax Advisor & Associate Financial Planner BRIAN MURRAY Tax Advisor & others from BWFA’s Tax Team! We hope you can join us! Sincerely, Robert G. Carpenter President & CEO BWFA is a Fee-Only/Fiduciary Advisor. For questions or help registering, please contact Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900
