|
Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Top 10 Mistakes Retirees Make and How to Avoid Them!”
Webinar
Tuesday, April 6, 2021 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
Managing Director, Wealth Management
|
|
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
|
