Financing Baby: DIY Financial Planning for Families

Tue Jun 18, 2019
10:00am to 11:30am ET
Age: All
Price: $25 tax deductible donation
Location:
WeWork
646-7268332
195 Montague Street, Brooklyn, NY, 11201
Invite a friend Website

Financial advisor Lisa Macbeth, mom to three-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.

Schedule:
10 am- 11:30 am

Session I: Tues 6/18  
​Session II: Thurs 6/20    
Session III: Fri 6/21

Topics covered will include:

  • DIY Financial Monitoring
  • ​Life Insurance and stock portfolios
  • Private school financing
  • Pros and Cons of College Savings Plans
  • Estate Planning for families
  • Wealth Transfer and Taxes
  • Saving for your retirement while raising children

Register here or email Lisa_Macbeth@natfin.net.

A one time $25 tax deductible registration fee will include breakfast for all three seminars.

Proceeds  to benefit the women and children of the Kota Alliance and partner organizations.

** Activity dates/times are subject to change. Please click through to the activity website to verify.