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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
Tuesday, July 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
PRESENTERS:
Managing Director, Wealth Management
Senior Financial Planner
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

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