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

Financing Baby: A Financial Planning Education Series for Families

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  • Sep. 17, 2019 through Sep. 18, 2019, 6:30-8:00pm both nights
  • 261 Madison Avenue
  • 261 Madison Avenue, New York
  • Adult
  • FREE Free

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.

About 261 Madison Avenue

261 Madison Avenue

New York, NY