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
NOVEMBER 11, 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

PRESENTERS:

TOWNSEND HORNOR, JR.
CEPS
Managing Director, Wealth Management & Executive Committee
THAD ISMART
CFP, ChFEBC℠, CEPS
Senior Financial Planner ​​​​

For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900
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