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Financing Baby - A DIY Financial Educational Series

Session I: Tues 6/18 10 am -11:30 am

Session II: Thurs 6/20 10 am-11:30 am 

Session III: Fri 6/21 10 am-11:30 am 

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 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 529 educational savings account), then this series is going to help you.

Let financial advisor Lisa Macbeth , mom to three-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.

Topics covered will include:

  • DIY Financial Monitoring

  • Protecting your assets

  • Life Insurance and stock portfolios

  • Private school financing

  • Pros and Cons of College Savings Plans

  • Estate Planning for families

  • Wealth Transfer and Taxes

  • Saving for your retirement while raising children

A one time $25 tax deductible registration fee will include breakfast for all three seminars. Babies and children are welcome.

Proceeds will go to benefit the women and children of the Kota Alliance and its partner organizations.

About Lisa:

About The Kota Alliance:

Sign up now HERE!