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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.



About DDO Advisory

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.

DDO Advisory Services, LLC
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.

Daniel D’Ordine, CFP®

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