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Event Date | Tue Aug 15 EDT (over 7 years ago) |
Location |
BWFA Office
5950 Symphony Woods Rd. Ste. 600 Columbia, MD 21044 |
Region | Americas |
Baltimore-Washington Financial Advisors invites you to attend a symposium on implementing and adopting strategies for a successful retirement.
TOPICS INCLUDE:
Avoiding the common mistakes
Have you saved enough?
Creating a Vision – where will you live, what will you be doing, who will you live near?
Evaluating your retirement savings
Social Security
Healthcare options/choices
Creating a retirement paycheck
Tax implications
Asset allocation strategies for retirement
TOWNSEND
HORNOR, JR.
Managing Director,
Wealth Management
THAD ISMART, CFP®
Sr. Financial
Planner
NAPFA
Fee Fo Only