Seminars and Upcoming Events

Stop by my table at the Wedding Salon on Nov. 13th, 2017 at the Metropolitan Pavillion in NYC.  Check out 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. 




February 7, 2018: Till Death (and Taxes!) Do us Part
American Century, 330 Madison Ave, 9th Fl, New York, NY  (Near 42nd st)
Coffee and Cookies will be served. Q&A to follow seminars. 6:30-8:30 PM
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
February 12, 2018: Till Death (and Taxes!) Do us Part
With Bonus Speaker from Hilton

Hilton Brooklyn New York 140 Schermerhorn St., Brooklyn, NY

Convenient by train! A-C-G-F-R-2- 3. Hoyt, Hoyt-Schermerhorn or Jay St.

Coffee & Refreshments served. Q&A following seminars. 7:00 PM – 9:00 PM

* Tax Filing Status - Joint or Separate                   
* Tax Reform and how you will be affected in 2018
* Life Insurance - Term vs Permanent
* Marrying your Money - not the full seminar, but the most common questions



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
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 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.