Money and My Honey

Event Date: 
Monday, November 6, 2017 - 6:30pm to 7:30pm

 A casual and informative series designed to help couples get on the same page when it comes to family finances.  Pick up essential information regarding  Financial Planning (Session 1)-how to organize personal finances, Investment Allocation (Session 2)-fundamentals in portfolio planning, Cash Flow (Session 3)-creation of a net worth statement and managing income and expenses and Charitable and Estate Planning (Session 4)-tax efficient and productive ways to get the most from your giving . Come to one, more or all four sessions; registration recommended;  limited to 8 participants; call 860.844.5275.