New Financial You - Santa Rosa Workshop!
Take a fresh look at your finances! Get a clear picture of the steps you can take to put your family finances in order and get ready to action immediately!
Join Certified Financial Planner Katy Song, estate planning attorney Nadine Aarsheim, and insurance expert Christine Cline, three North Bay moms and financial professionals, as they help you take action to create a new financial you!
Join Certified Financial Planner Katy Song, estate planning attorney Nadine Aarsheim, and insurance expert Christine Cline, three North Bay moms and financial professionals, as they help you take action to create a new financial you!
We'll provide fun free childcare for your kids and every registered family will receive a FREE $10 Trader Joe's gift card!
Sunday, February 28th, 3:30 pm |
Santa Rosa and Petaluma 3267 Airway Drive, Santa Rosa |
(Map It.) |
In this information-packed event, you'll learn:
- How intentional spending helps you plan for child care expenses or live one a single income (and still have fun!)
- When to save for college versus retirement.
- What to look for in a 529 plan - and if one is right for you.
- Why every parent needs an estate plan.
- How to choose guardians for your children.
- How to make sure your family is properly insured.