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Financing Baby: A Financial Planning Education Series for Families

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September 17, 2019 through September 18, 2019

6:30-8:00pm both nights.

261 Madison Avenue

New York



Financing Baby: A Financial Planning Education Series for Families at 261 Madison Avenue

Event description:

You did a stellar job getting through the birth and setting up the 529 plan for college. Let's talk about financing the 17 years in between? Whatever your current financial situation is, if your tax man isn't talking to your mutual fund guy who doesn't know your insurance guy (who all three don't know you're really considering a Coverdell education savings account), then this series is going to help you. Let financial advisor Lisa Macbeth , mom to five-month-old twins, share with you her simple method to getting your accounts off multiple spreadsheets (or out of that drawer) and into an easy plan you can manage for your family's future - irrespective of your current income level. *Babies are welcome at our seminar! Join us for pizza and wine while we share the financial tools to help you handle this incredible life change with ease.

Address: 261 Madison Avenue
New York, NY 10016
Phone: 6467268332