Join us for an interactive discussion on the basics of financial planning for young families.
Our seminar will include video vignettes on real families and their experiences dealing with various financial topics. We will discuss everything from education savings, to contingency planning for young families. According to Massachusetts Mutual Life Insurance Company State of the American Family Study, 2014, the top financial goals for American families – regardless of age, ethnicity, gender or sexual orientation are:
Paying off Mortgage
Developing a Plan for Managing Income in Retirement
Savings/Investing for College Education for children and grandchildren
Making sure the family will be taken care of financially if I die
Developing a Comprehensive Financial Plan
In our discussion, we will briefly address these concerns and the ways that a young family can begin working towards accomplishing their goals.