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 620 8th Ave, New York, NY  (NY Times Building – hosted by Legg Mason)
Coffee, Tea and Cookies will be served. Q&A to follow seminars. 6:30-8:30 PM

 

 

October 17th, 2017: 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
 

          Stay Tuned for our other seminars offered in the Winter and Spring

Seminar # 1 – 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?
 

 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
 
 
Stay Tuned for next Date Seminar # 3 – 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

add mortgage one

 

 

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.