Schedule a Consultation 410.461.3900

WEBINAR: Top 10 Mistakes Retirees Make And How to Avoid Them!
Greetings!
 
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!”
 
Webinar
Thursday, April 20, 2023 from 11:45 AM to 1:00 PM EDT
 
TOPICS WILL INCLUDE:
  • Not claiming Social Security correctly
  • Overpaying for Medicare
  • Underestimating living and healthcare expenses
  • Tapping retirement accounts too soon
  • Improper transfer of qualified accounts
  • Ignoring minimum distribution rules
  • No will or estate planning
  • Holding too much cash
  • Not having a Retirement Plan
  • Buying an annuity
PRESENTERS:

Managing Director, Wealth Management
& Executive Manager
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.

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