| Baltimore-Washington Financial Advisors invite you to an interactive workshop on “What Kind of Planning Do I Need?” Financial Planning, Estate Planning, Tax Planning, and Investment Planning—which one do you need? What are the differences and how do they work together will be discussed along with much more information on these critical areas of wealth management.
WEBINAR
SEPTEMBER 4, 2025
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Financial Planning vs. Estate Planning
- Investment Planning vs. Tax Planning
- Asset Alignment
- Funding of the Estate Plan
- Beneficiary Designations
- The Financial Planner/Tax Advisor/Financial Advisor/Estate Planning Attorney relationship
PRESENTERS:
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