Financial Planning for Parents – Everything You Need to Know
Starr Library Community Room
Wednesday, August 3rd, 7:00 – 9:00 p.m.
There’s never been a better time to get your financial house in order.
Join me for a free roundtable meeting where you will learn the five essential steps to achieve a solid financial plan when you have children. Note: the seminar is for parents with children of all ages – not just those with newborns!
Topics include:
Budgeting: How to track your spending and set (and keep) a budget.
Protect Your Family: The benefits of life, disability, and personal liability insurance, including an explanation of how much coverage (and what kind) is best for you.
Your Estate Plan: Why you need an estate plan, an overview of the basic estate documents, and what to consider when assigning guardians, trustees, executors, and beneficiaries.
Saving for College: An overview of the best ways to save for your children’s college education.
Balancing Goals: How to prioritize different goals (saving for a home, college, and retirement).
Attendees will receive an organized guide to getting your financial plan off the ground, plus a useful checklist of action items. Enjoy a relaxing, fun meeting, with plenty of time for questions and discussions. All attendees are welcome to schedule a free consultation to be held at a later date (optional).
Date: Wednesday, August 3rd
Time: 7:00 – 9:00 p.m.
Location: Starr Library, Community Room (Downstairs)
Food: Snacks and beverages will be served.
Cost: Free.
Seating is limited. Please RSVP at (646) 234-4881 or by email – dan@DDOadvisory.com.
