Susan Silverman Quigley, Certified Financial Planner

CONNECT

Address:

8 Yale Street
Garden City, NY 11530

Phone:

516-354-3334

Fax/Other:

516-320-6879

Seminars and Upcoming Events


 YOU'RE INVITED TO THE COUPLES CLUB SEMINAR SERIES

MAY 15TH  2019 AT COMPASS REALTORS - 90 5th AVe, 11th Floor, NY, NY.  Rooftop Refreshments Served! 6:30-8:30PM

Q&A to follow seminar.

2 FULL hours, 2 knowledgeable speakers! Susan Quigley, CFP and Mallory Brown from Compass will help you work through the exciting next stages! We will discuss home buying, the mortgage process and protecting your newest prized possessions. Great information for Couples ready to take the next steps. Bring your questions and your notebooks! This is strictly educational – no products will be sold – just great information!  Enjoy lite refreshments and wine on the rooftop garden during Q&A

  • Buying a Home and Mortgages
  • Understanding the Mortgage Process
  • Working with a realtor - tips and tricks of the trade
  • Difference between Co-op/Condo
  • Update on NYC real estate Marketplace from Mallory Brown
  • How Tax Savings can help you afford  more home
  • How student loans affect your ability to buy a house
  •  Protecting your new Home and Baby – how much life insurance you need

 

JUNE 4TH 2019:  SPECIAL EVENT! DINNER AT THE INN AT GREAT NECK

INN at Great Neck, 30 Cuttter Mill Road, NY. 7-9pm- Gourmet sandwiches/salads and Seminar, 6:30-8:30PM    Q&A during dessert.

This event is 2 blocks drom the LIRR Great Neck train station, and 28 minutes from NYC!

Financial Family Planning- planning for all 3 generations, together or one at a time! Your welcome to come alone or bring your family members! Planning is never just about "you"- it's alomst always about helping your kids, your parents, or both! Learn how to plan for this AND the next stage of life, while avoiding some common mistakes before it's too late!  THIS IS NOT A PRODUCT PRESENTATION-  this seminar is strictly educational.  Some of the topics we will cover:

  • Do you have enough income for retirement? Are you saving enough? 
  • Can you afford to quit?                                                             
  • Uncomfortable conversations and family meetings- pre planning funeral, Medicaid planning,
  • How to handle health care issues (for young and old), paying for long term care needs
  • Planning for kids and grandchildren- To gift or not to gift?
  • Fund 529 accounts?
  • Family meeting- who should be your executor, guardian for grandchildren, health care proxy
  • Home buying- first home, second home, downsizing, trading



JUNE 19, 2019: TO HAVE AND TO HOLD- HOW TO MARRY YOUR MONEY

Steps couples should take both before and after the Wedding to Marry your money! Coffee and light refreshments will be served.   Q&A to follow seminar.

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

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

 

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.  

 – 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 Update - How new tax laws affect you

– Understanding Mortgages                                             – 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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Check the background of this financial professional on FINRA's BrokerCheck