Seminars and Upcoming Events

EMAIL US AT RSVP@SQUIGLEYFINANCIAL.COM TO ATTEND OUR FREE FINANCIAL PLANNING WEBINARS. ALL SEMINARS WILL BE FREE TO ANYONE WHO REGISTERS!
Q&A TO FOLLOW!

 

 

 

May 25th, 2022 - To Have And To Hold 

Seminar will be held at American Century, 330 Madison Ave, 9th Fl. New York, NY
Coffee, Tea and Cookies will be Served. Q&A to follow seminar. 6:30-8:30 P.M.

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

 

 

 

June 15th, 2022 - Home Is Where The Heart Is

Seminar will be held at American Century, 330 Madison Ave, 9th Fl. New York, NY
Coffee, Tea and Cookies will be Served. Q&A to follow seminar. 6:30-8:30 P.M.

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 ability to buy a   home

 

 

 

 
Fall, 2022 - Basic financial Planning & Debt Management 

Seminar will be held at American Century, 330 Madison Ave, 9th Fl. New York, NY
Coffee, Tea and Cookies will be Served. Q&A to follow seminar. 6:30-8:30 P.M.

LIVE Link TBD
Understanding how to create a budget, decrease debt, and how to save for your future!

Understanding credit cards & credit scores
Tax Strategies & Retirement Plans
Basic Financial Planning & Savings Plan

Practical Debt Management
Student Loans - Payment plan strategies

Basic Investment Strategies
 

 
 

 

 

Upcoming Winter Classes!

 

 
TBD-  And Baby or Fido Makes Three
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

 

 

 

 

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!

 

 

American Century Investments is committed to protecting the safety of our clients, associates and their families.

For your safety, as well as the safety of all of the ACI on-site employees, ACI requires all on-site employees and visitors to be vaccinated for COVID-19.  By signing to enter below, you affirm that you have been vaccinated in compliance with ACI's policy and that you will adhere to all other safety protocols listed below.

In our continued response to the health risks posed by COVID-19, please comply with the following safety protocols applicable for our visitors.

 Please be sure to cover any coughs or sneezes, wash hands frequently, and use the hand sanitizer and sanitizing wipes provided throughout our facilities   to help prevent the spread of any germs.  In addition, please refrain from handshaking.
If you're not feeling well or have a fever, please reschedule your visit.
If you become ill within 14 days of visiting our location, please notify us by reporting this information to our Human Resources team at 816-340-7392