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Schedule a Consultation 410.461.3900

WEBINAR: The Financial Aspects of Estate Planning

 
Greetings!
 
Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “The Financial Planning Aspects of Estate Planning.”
 
Webinar
Thursday, November 3, 2022 from 11:45 AM to 1:00 PM EDT
 
TOPICS WILL INCLUDE:
  • Asset Alignment / Funding of the Estate Plan: Why is this so vital, and what does it mean
  • Beneficiary Designations: When, Why, How – Addressing the nuances depending on the type of estate plan, the type of asset, and the specific beneficiaries
  • The Financial Planner/Financial Advisor: Why this is an integral piece in the success of an estate plan, from inception to ultimate administration
PRESENTERS:
CEPS
Managing Director, Wealth Management
& Executive Manager, BWFA
Managing Principal
Elville and Associates
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.
      

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