WEBINAR – Top 10 Mistakes Retirees Make and How to Avoid Them!


PRESENTERS:
Managing Director,
Wealth Management
Sr. Financial Planner
WHEN
Thursday, August 6, 2020 from 11:45 AM to 1:00 PM EDT
WHERE
Webinar
CONNECT WITH US
 


Greetings!

 
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!”
TOPICS WILL INCLUDE:
  1. Not claiming Social Security correctly
  2. Overpaying for Medicare
  3. Underestimating living and healthcare expenses
  4. Tapping retirement accounts too soon
  5. Improper transfer of qualified accounts
  6. Ignoring minimum distribution rules
  7. No will or estate planning
  8. Holding too much cash
  9. Not having a Retirement Plan
  10. Buying an annuity
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900