Attention Rhinebeck Parents!
Please join me for a free seminar in the Starr Library Community on Wednesday, August 3rd from 7:00 – 9:00 p.m.
Financial Planning for Parents – Everything You Need to Know
Details + RSVP Information: http://ddoadvisory.com/seminars/
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!
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).
This seminar comes with a “No Pitch” Guarantee™. Attendees will only receive one email (with the white paper, checklist, and consultation info.) the day after the event.
Snacks and beverages will be served.
Seating is limited. Please RSVP at (646) 234-4881