Seminars and Upcoming Events

 

Upcoming Seminars for New and Existing 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.

 

May 19th, 2020: SEMINAR #1- Marrying Your Money With bonus topic Car Buying Strategies

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   * Joint Filing vs Married Filing Separate  

 *Should you hold onto your name?             *Whose Benefits to keep post wedding

*Taxes what you need to know pre and post wedding  *Student loans payment plan strategies

* Whether to buy or Lease  * Buying or leasing Warranties    

 

 

June 10th, 2020: SEMINAR #2- Home Buying Strategies: Trading Up Trading Down 

Roslyn country club, 33 Club Dr, Roslyn Heights, NY 11577 

 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!

          

                         * How the generations can work together * Gifting – do's/don’ts Parents helping Kids purchase          

* The plusses and minuses of Mother/daughter homes & house swapping       

     * Should you Buy your Retirement Home While You’re Still Working?             

* Intergenerational Planning - Parents helping kids? Kids helping Parents?  

* Understanding the Mortgage Process for New Homeowners and people trading down

 

 

September 30th, 2020: SEMINAR #3-  Have Financial Plan Will Travel 

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                                                                                                                                   

* Basic financial planning and savings plans * Tax Strategies and Retirement Plans                                

 * Student Loans – Payment plan strategies  * Tax Filing Status – Joint or Separate?

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

 

* With Special Guest Amy Leon from Love and Adventure 

 

 

 

TBD: October 2020: SEMINAR #4-  Baby and Fido make Three 

 

                 * Pet Insurance  * Protecting loved ones                                  

* Wills Life Insurance and Wills     * Costs of Pet ownership 

* Adoption Costs for Babies and Puppies   * Cost of Having a Baby  

* Baby’s and Child Care Tax Credits

 

 

 

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 retirement 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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