CONNECT

Address:

8 Yale Street
Garden City, NY 11530

Phone:

516-354-3334

Fax/Other:

516-320-6879

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

YOU’RE INVITED TO THE COUPLES CLUB SEMINAR SERIES We heard you! Over the years, Couples have asked us for other locations for the seminars so we are introducing two new locations! This year we are hosting seminars in LI, Brooklyn and Manhattan!

YOU’RE INVITED TO THE COUPLES CLUB SEMINAR SERIES We heard you! Over the years, Couples have asked us for other locations for the seminars so we are introducing two new locations! This year we are hosting seminars in LI, Brooklyn and Manhattan!

 

Advanced Topics Seminar on Long Island – May 17, 2018: 7pm-9pm

100 Garden City Plaza, Suite 300 Garden City, NY 11530 - Tea and Cookies will be served.

Hosted by the law firm of BERKMAN, HENOCH, PETERSON, PEDDY, & FENCHEL

Q&A to follow seminar.

 2 FULL hours, 2 knowledgeable speakers! Susan Quigley, CFP and Christina Jonathan, ESQ 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!

❖ Having a Baby – how it affects your taxes and child care related

❖ How Tax Savings can help you afford more home employer benefits; 529 accounts - new rules and how to use

❖ Changing or Getting Wills to include your new family member

❖ Understanding the Mortgage Process

❖ Protecting your new Home and Baby – how much life insurance you need and

❖ How student loans affect your ability to buy a home

what type to buy

 

 

To Have and to Hold – June 20, 2018: 6:30-8.30pm

NY Times Building, 620 8th Ave, New York, NY 10036, 49th Floor.

Coffee and light refreshments will be served.

Q&A to follow seminar. Hosted by LEGG MASON

 

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

❖ Should you have a pre-nuptial agreement?

❖ Married Joint or separate? How to file taxes after you get married

❖ If you both have savings and employers benefits, whose do you hold onto?

❖ Should you hold onto your last name?

❖ Basic financial planning and savings plans

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

❖ Update On Tax Reform for 2018

 

 

Advanced Topics seminar in Brooklyn at Brooklyn Hilton: Sept 20, 2018: 7pm-9pm

Hilton Brooklyn New York 140 Schermerhorn St., Brooklyn, NY. Convenient by train! ACGFR23

Use Hoyt, Hoyt-Schermerhorn or Jay St. Coffee & Refreshments served. Q&A following seminars.

2 FULL hours, 2 knowledgeable speakers! Susan Quigley, CFP and Martin Marks, Esq will help you work through the exciting next stages about 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 seminar is strictly educational – no products will be sold – just great information!

❖ Having a Baby – how it affects your taxes and child care related employer benefits; 529 accounts - new rules and how to use

❖ Understanding the Mortgage Process

❖ How student loans affect your ability to buy a home

❖ How Tax Savings can help you afford more home

❖ Changing or Getting Wills to include your new family member

❖ Protecting your new Home and Baby – how much life insurance you need and what type to buy

 

To Have and to Hold – Oct 17th, 2018: 6:30-8.30pm

NY Times Building, 620 8th Ave, New York, NY 10036, 49th Floor.

Coffee and light refreshments will be served.

Q&A to follow seminar. Hosted by LEGG MASON

 

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

❖ Should you have a pre-nuptial agreement?

❖ Married Joint or separate? How to file taxes after you get married

❖ If you both have savings and employers benefits, whose do you hold onto?

❖ Should you hold onto your last name?

❖ Basic financial planning and savings plans

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

❖ Update On Tax Reform for 2018

 

 

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.

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.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck