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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.
Thursday, January 28, 2021
Please make sure to cancel by the cancellation deadline to ensure you receive a credit. The time above is in Eastern Standard Time (EST).
All payments are final. We do not provide refunds for membership signups and renewals, event registrations, donations, storefront purchases, or other misc. charges. Please carefully review the charge(s) checked above and be sure you know what you are paying for.
Canceled registration for events requiring payment will result in a credit to your account. Credited funds remain available in your account for the remainder of the current membership year, if unused these funds are forfeited. Credits cannot be applied to membership renewal fees.
The refund policy is set by Burlingame Parents' Club. If refunds are available, requests must be directed to Burlingame Parents' Club- they cannot be handled by ClubExpress.