Seminars and Upcoming Events

Upcoming Seminars for New and Exsiting Couples

All Seminars will be held at American Century, 330 Madison Ave., 9th Fl., NY, NY (near 42nd St.)

6:30-8:30pm

Coffee, Tea, and Cookies will be served.  Q&A to follow seminar.

 

DECEMBER 11, 2019: SEMINAR #1- TO HAVE AND TO HOLD -  HOW TO MARRRY  YOUR MONEYSteps couples should take both before and after the Wedding to Marry your money!

 

 * Should you have a pre-nuptial agreement?

* Should you hold onto your name?

* Taxes- What you need to know before AND after you get married?

* Basic financial planning and savings plans
* If you both have employee benefits, whose do you hold onto?

* Student Loans- Payment plan strategies

                                                                                          * Tax Update- How new tax laws affect you

 

JANUARY 15, 2020: SEMINAR #2- FOR RICHER OR POOER:

 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                                             *  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


FEBRUARY 12, 2020: SEMINAR #3- TILL DEATH (AND TAES!) 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- Tem Vs Permanent                                    *   Understanding Wills, Living Wills and Proxies

*  Tax Udate- How new tax laws affect you

 

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.

 

Future Seminars:  Stay Tuned for New Dates:

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

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