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!

 

 

 

May 6th, 2021 Till Death and Taxes Do us Part
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

 

 

 

 

 

 

 

 

 

May 19th, 2021 Marrying Your Money
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

 

 

 

 

 

 

 

June 3rd, 2021 Home is Where the Heart Is
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

 

 

 

 

June 16th, 2021  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

 

 

 

 

 

July 1st, 2021 Year-End Planning- Gifting and IRAs
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

 

 

 

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!.