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Financial Planning Webinar for the Adoptive Family
September 21 @ 6:30 pm - 8:30 pm
This class is facilitated by adoptive parents Amy Jo Lauber, CFP(R) and Mark Tronconi, CPA, who will present an overview of the foundational elements of a family’s finances: Cash flow, savings and debt, income taxes -particularly the Adoption Tax Credit- insurance, investments, saving towards retirement and education, and basic estate planning (what to discuss and consider before having your attorney draft your will including choosing guardians for your child(ren), beneficiary designations and creating special needs trusts).
Don’t miss this popular class!
After registering for this event you will receive instructions on how to join the webinar.
For more information contact us at 866-691-3300 or email email@example.com.