Financing Baby: A Financial Planning Series for Families

Repeats every day until Fri Aug 16 2019 except Thu Aug 15 2019.
Wednesday, August 14, 2019 - 10:00am to 11:30am
Friday, August 16, 2019 - 10:00am to 11:30am
Event Info

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
11101 Long Island City , NY 40° 45' 2.9484" N, 73° 56' 19.4784" W
New York