Financing Baby: A Financial Planning Series for Families
Join this two-part introductory series on how to finance raising a child, from birth to college, and beyond.
Session I: Wed 8/14 10 am-11:30 am
Session II: Fri 8/16 10 am-11:30 am
Financial advisor Lisa Macbeth, mom to five-month-old twins, shares her simple method to getting your accounts off multiple spreadsheets (or out of that drawer) and into an easy plan you can manage for your family’s future - irrespective of your current income level.
Babies are welcome at the seminar. There will also be a conference dial-in link for those who may need to participate from home.
Topics covered will include:
DIY Financial Monitoring
Life Insurance and stock portfolios
Private school financing
Pros /Cons of College Savings Plans
Estate Planning for families
Wealth Transfer and Taxes
Saving for your retirement while raising children