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The Office of Balitimore Washington Financial Advisors

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Columbia,MD21044United States

May 2019

Trustee Selection — How to Choose the Right One for You

May 23 @ 11:45 am - 1:00 pm

Please join us for a discussion on Trustee Selection www.bwfa.com RSVP Link to come soon:    

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July 2019

Estate Planning for Retirement Benefits

July 18 @ 11:45 am - 1:00 pm

Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for a discussion about “Estate Planning for Retirement Benefits.” Among the topics to be discussed during the workshop will be: DEFINING RETIREMENT PLANS AND BENEFITS IN ESTATE PLANNING – WHAT ARE THEY? WHY DO RETIREMENT PLAN BENEFITS REQUIRE SPECIAL TREATMENT IN ESTATE PLANNING AND ELDER LAW? HOW ARE RETIREMENT PLANS STRUCTURED IN RELATION TO WILLS AND TRUSTS IN ESTATE PLANNING? HOW…

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