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WEBINAR – The Financial Planning Aspects of Estate Planning w/ Elville and Associates


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, December 10, 2020 from 11:45 AM to 1:00 PM EST
 
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:
Managing Director,
Wealth Management, BWFA
Senior Financial Planner
BWFA
Partner, Elville and Associates
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900

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