Seminars and Upcoming Events

Stop by my table at the Wedding Salon on Nov. 13th, 2017 at the Metropolitan Pavillion in NYC.  Check out https://weddingsalon.com/ for more details.  The wedding planners will help you get to that beautiful day, but I'll help you with all the days afterwards!  Check out my Couples Club Seminars where I will help you learn how to Marry Your Money, Decide how to file your taxes (separate or together) and how to save for your future new goals.

Upcoming Seminars for new and existing couples. 

 YOU’RE INVITED TO THE COUPLES CLUB SEMINAR SERIES

All Seminars will be held at American Century, 330 Madison Ave, 9th Fl, New York, NY  (Near 42nd st)
Coffee, Tea and Cookies will be served. Q&A to follow seminars. 6:30-8:30 PM

 

 

May 25th, 2017: - For Richer OR Poorer

Your family is growing!  Find out how this new addition is going to affect your finances, your taxes and your to-do list!    This class is for parents of all ages and future parents-to-be. 
 
Do's and don'ts of college funding      
* Tax benefits, tax credits and employer plans for childcare
* Now you really need a will! What’s involved, particularly with children
Life insurance and what to get/avoid and how much to get
529 Plans, UTMA accounts

 

 

 

December 13th, 2017 :To Have and to Hold:

What couples should do before and after the Wedding to Marry your money!

* Should you have a pre-nuptuial agreement?   
*  Should you hold onto your last name?
* Student Loans and Debt repayment strategies 
*  Basic Financial Planning and Savings Plan
* If you both have savings and employers benefits, whose do you hold onto?
 

January 18, 2018: For Richer or Poorer:

Understanding your new tax situation as a married couple, including how buying a house or having a baby affects your taxes. Strategies for the year of the wedding!

* Tax Filing Status - Joint or Separate            
* Tax Strategies and Retirement Plans
* Understanding Mortgages & Refinancing   
* Tax-Advantaged College Savings    
* Home Buying tax benefits and planning, including how student loans affect buying a home
 
February 7, 2018: Till Death (and Taxes!) Do us Part
What legal documents to implement or change after the wedding
 
* Tax Filing Status - Joint or Separate                   
* Tax Strategies and Retirement Plans
* Life Insurance - Term vs Permanent                   
* Understanding Wills, Living Wills, and Proxies

 

To be Announced Soon: And Baby Makes 3 

Your family is growing!  Find out how this new addition is going to affect your finances, your taxes and your to-do list!    This class is for parents of all ages and future parents-to-be. 
 
Do's and don'ts of college funding      
* Tax benefits, tax credits and employer plans for childcare
* Now you really need a will! What’s involved, particularly with children
Life insurance and what to get/avoid and how much to get
529 Plans, UTMA accounts
 
To be Announced Soon: Advanced Topics for Couples Buying a Home 
This is a full 2 hours of great information for couples ready to take the next step 
 
Buying a Home and Mortgage        
* Understanding the Mortgage Process
* Working with a realtor 
How Tax Savings can help you afford more home
Protecting your home- how much life insurance you need

 

If you would like to come to any or all of hte above seminars, please RSVP to Squigley@americanportfolios.com or by calling 516-354-3334. It is not required for both members of the couple to come.  No specific products will be sold - there are informational seminars only.  Feel free to invite a friend, but all people must RSVP in advance (even same day is fine).  Everyone must be on a list for the security in the building and must bring ID.