Seminars and Upcoming Events

Upcoming Seminars for New and Exsiting 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, 2019: SEMINAR #1- TO HAVE AND TO HOLD -  HOW TO MARRY  YOUR MONEY

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

 

*Should you have a pre-nuptial agreement     *Basic financial planning and savings plans

 *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

 

 

June 10th, 2020: SEMINAR #2- FOR RICHER OR POORER:

 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!

          

* Tax Filing Status – Joint or Separate?          *  Tax Update - How new tax laws affect you     

*  Understanding Mortgages                  *  Strategies for the year of the wedding!

        *  Tax-Advantaged College Savings                        *New W4 and The Secure Acts Impact                                 

*  Home-Buying tax benefits and planning, including how Student Loans affect your ability to buy a home

 

 

September 30th, 2020: SEMINAR #3- TILL DEATH (AND TAXES!) DO US PART                                                                              

What legal documents to implement or change after the wedding                                                                                    

 *  Tax Filing Status- Joint or Separate?                                 *  Tax Strategies and Retirement Plans

 *  Life Insurance- Tem Vs Permanent                                    *   Understanding Wills, Living Wills and Proxies

 

 

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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