Kelly Eng, CFA and Susan Kuo-Shih are leading a discussion on how to financially plan for BPC families. They understand how things change drastically when you have a child and the questions that arise when starting a family. Do I have the right protections in place for my family? Do I have the right types of accounts? Do I need to start a will/trust? Am I saving enough money and in the proper savings buckets? Are my investments optimized based on my tolerance for risk and my short/medium/long-term goals? Am I paying too much in taxes today or in the future? What is the best way to pay for private school or college?
The financial planning process seeks to answer these questions and more by getting you financially organized and focused on achieving your goals.
Topics will include:
• comprehensive financial planning • estate planning • sending your kids to private school/college • right documents to have in place • minimizing taxes Come with your questions and get them answered!
Kelly and Susan are offering BPC members one complimentary meeting per household to discuss your specific needs and questions - Schedule your complimentary meeting when you are ready.