Financial Planning for Parents – Everything You Need to Know

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!

Topics include:

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.
Cost: Free.

Seating is limited. Please RSVP at (646) 234-4881

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