Events - Event View
This is the "Event Detail" view, showing all available information for this event.
If registration is required or recommended, click the 'Register Now' button to start the process.
If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.
Financial Planning for Families
Join Kelly Eng, CFA and Susan Kuo-Shih (local Hillsborough mom of four!) for a virtual discussion on how to financially plan for your family. They understand how things change drastically when you have children and the questions that arise when starting a family. Questions like...
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
There will be time at the end for a Q&A, so come with your questions!
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.