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WEBINAR REGISTRATION FORM
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7
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1
Are you an existing client with BWFA?
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YES
NO
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YES
NO
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2
Name
First Name
Last Name
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3
Email
example@example.com
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4
Phone Number
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5
How did you hear about BWFA?
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Applied Physics Lab Federal Credit Union
BWFA Client
BWFA Employee
Google
Johns Hopkins Federal Credit Union
Johns Hopkins Applied Physics Lab
Johns Hopkins Howard County Medical Center
LinkedIn
Millers Grant
NAPFA
Other
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Please Select
Applied Physics Lab Federal Credit Union
BWFA Client
BWFA Employee
Google
Johns Hopkins Federal Credit Union
Johns Hopkins Applied Physics Lab
Johns Hopkins Howard County Medical Center
LinkedIn
Millers Grant
NAPFA
Other
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6
Estimated Investable Assets:
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$0 - $500,000
$500,000 - $2,000,000
$2,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000 +
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$0 - $500,000
$500,000 - $2,000,000
$2,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000 +
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7
What topics are you interested in?
Retirement Planning
Investment Management
Financial Planning
Tax Services
College Planning
Trust and Estate Planning
Divorce Mediation Planning
Charitable Giving
Family Wealth Office
Other
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