Seminars and Upcoming Events
EMAIL US AT RSVP@SQUIGLEYFINANCIAL.COM TO ATTEND OUR FREE FINANCIAL PLANNING WEBINARS. THEY WILL ALL BE ON ZOOM AND FREE TO ANYONE WHO REGISTERS! Q&A TO FOLLOW!
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| June 16th, 2021 And Baby or Fido Makes Three |
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| Seminar will be on Zoom at 7:30pm 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 |
| June 29th, 2021 Home is Where the Heart Is |
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| Seminar will be on Zoom at 7:30pm with Q&A to Follow |
| Understanding the Mortgage Process for New Homeowners and people trading down |
| Gifting – The do's/don'ts of Parents helping Kids |
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| July 1st, 2021 Year-End Planning- Gifting and IRAs | |
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| Seminar will be on Zoom at 7:30pm with Q&A to Follow | |
| Roth IRAs for Teens and Young Adults |
The Benefits of 529 Accounts |
| Year End Gifting for Parents & Grandparents |
Tax Benefits of IRAs & Roth IRAs |
| Super Funding 529s and Back Door Roth IRAS |
ABLE Accounts for Special Needs Adults |
| TBD 2021 Till Death and Taxes Do us Part |
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| Seminar will be on Zoom at 7:30pm with Q&A to Follow |
| Learn about creating Estate Plans, Naming Health Care Proxys, and Wills |
| Learn about Term and Whole Life Insurance and why EARLY is Better |
| Temporary Guardians and WHO takes care of your children should the worst happen |
| TBD, 2021 Marrying Your Money |
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| Seminar will be on Zoom at 7:30pm with Q&A to Follow |
| Find out what to do financially BEFORE & AFTER your wedding |
| What to do about your NEWLY COMBINED Taxes, Student Loans, and Credit Score |
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)
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!.