Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24

August 08, 2024


FINANCIAL PLANNING FOR FAMILIES

PART 1: SAVING FOR CHILDREN

FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS



with Lawrence M. Post | CPA, MST, CFP®, CIMA®

Senior Tax & Planning Advisor,

BWFA




and special guest

Tyler Cunningham | CFP®, CEPS

Associate Financial Planner, BWFA