Seminars and Upcoming Events


 YOU'RE INVITED TO THE COUPLES CLUB SEMINAR SERIES

SEPTEMBER 12, 2019: BACK TO BASICS

NY Times Building, 620 8th Avenue, New Yor5k, NY 10036, 49th Floor. 6:30-8:30PM

Coffee and light refreshments will be served. Q&A to follow seminar. Hosted by LEGG MASON

A workshop style class to cut through the information overload about finanacial planning and debt management.  Bring a notebook and your questions!

  • Understanding investments and basic retirment plans
  • Developing a Practical debt management plan including Student Loans and Credit Card payment strategies
  • Creating a Saving plan for long and short term goals
  • What to save for Tax Time- not the tax class, but what records to keep for tax time

IF YOU WOULD LIKE TO COME TO ANY OR ALL OF THE ABOVE SEMINARS, PLEASE RSVP TO Susan@SquigleyFinancial.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 – these are informational seminars only. Feel Free to Bring a Friend! This is a secure building. All attendees must pre-register (same day is fine) and bring ID.

 

Upcoming Seminars for new and existing couples.  

                                                                  TO HAVE AND TO HOLD- HOW TO MARRY YOUR MONEY

                                                                Steps couples should take both before and after the Wedding to Marry your money! 

  • Should you have a pre-nuptial    agreement? 
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  •  If you both have savings and employers benefits, whose do you hold onto?
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  • Basic financial planning and savings plans

 

 Married Joint or separate?

 

How to file taxes after you get married?

 

Should you hold onto your last name?

 

Student Loans – Payment plan strategies and how it affects buying a home

 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.                        

Tax Filing Status – Joint or Separate?                           Tax Update - How new tax laws affect you     

Understanding Mortgages                                              Straregies for the year of the wedding!

 Tax-Advantaged College Savings                               Home-Buying tax benefits and planning, including how Student Loans affect your ability to buy a home


                                                                              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

                        Tax Update - How new tax laws affect you

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