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Financing Baby: A Financial Planning Series for Families

Wed Aug 14, 2019
10:00am to 11:30am

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

WeWork LIC
27-01 Queens Plaza North
Long Island City, NY 11101
** Event dates/times are subject to change. Please click through to the event website to verify.