WEBINAR: Top 10 Mistakes Retirees Make and How to Avoid Them! Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!” WEBINAR JUNE 5, 2025 11:45 AM – 1:00 PM TOPICS WILL INCLUDE: Not claiming Social Security correctly 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 Overpaying for Medicare Underestimating living and healthcare expenses REGISTER NOW PRESENTERS: TOWNSEND HORNOR, JR. CEPS Managing Director, Wealth Management & Executive Manager THAD ISMART CFP®, CEPS Senior Financial Planner 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, Marketing Associate | emailus@bwfa.com | 410-461-3900
