Seminars and Upcoming Events

December 12th, 2022 - To Have And To Hold
Seminar will be held online via Zoom. 6:30-8:30 P.M. Q&A to follow seminar LIVE Link TBD Steps couples should take both before and after the Wedding to Marry your money!
Should you have a pre-nuptial agreement?
Taxes- What you need to know before AND after you get married
If you both have employer's benefits, whose should you hold onto?

Should you hold onto your last name?   Student Loans - Payment Plan strategies           
Basic financial planning                            Tax Update - How new tax laws affect you

 

 

 

January 25th, 2023 - For Richer or Poorer
Seminar will be held online via Zoom. 6:30-8:30 P.M.  Q&A to follow seminar LIVE Link TBD Understanding the home buying and mortgage process, including strategies and how buying a home affects your taxes!
Tax benefits of Home Buying
Understanding the Mortgage Process for New Homeowners & people trading down
Home buying strategies

Tax Update - New tax laws, Cryptos & taxes          
Home-Buying: Tax benefits and planning, including how Student Loans affect your mortgage

 

 

                                         
                                       

	February 9th, 2023 - Till Death (And Taxes!) Do Us Part  Seminar will be held online via Zoom. 6:30-8:30 P.M. Q&A to follow seminar LIVE Link TBD What legal documents to implement change after the wedding. Tax Filing Status - Joint or Seperate? Life Insurance - Term vs. Permanent   Tax Update - New tax laws, Crypto & Taxes Understanding Wills, Living Wills and Proxies Pre-nup? Last name Change? How to join finances? Tax Strategies, Crypto & Retirement Plans
	Upcoming Spring Classes!

 

TBD-  And Baby or Fido Makes Three
Seminar will be on Zoom at 6:30-8:30 P.M. with Q&A to Follow
The Tax, Insurance, and Estate Planning implications of having children
Starting early on College Funding and ways Grandma and Grandpa can help (Gifting)
Child Tax Credits (Including the New Child Tax Credit Advance!)
Adoption Costs for babies and puppies and Pet Insurance

 

TBD-  Home Is Where the Heart Is
Seminar will be on Zoom at 6:30-8:30 P.M. with Q&A to Follow

Home Buying Strategies
Tax benefits of Home Buying
Understanding the Mortgage Process for first time home buyers
Home Buying: Understanding how Student Loans affect your mortgage

 

 

 

 

IF YOU WOULD LIKE TO COME TO ANY OR ALL OF THE ABOVE SEMINARS, PLEASE RSVP TO RSVP@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!  All attendees must pre-register (same day is fine)

 

 Stay Tuned for Upcoming Classes

A workshop style class to cut through the information overload about finanacial planning and debt management. Bring a notebook and your questions!