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Virtual Talk: Financial Planning for Your Family

Join financial advisors Emily Anderson and Sarah McCann for a virtual talk on financial planning for your family.

We’ll share some helpful tips and things to consider as parents-to-be or parents of young kids, such as:

  • Whether to start a 529 for your kids’ college education, and how to fund it

  • What size emergency fund your family needs

  • The best ways to protect your family’s most important assets

  • How to set up estate or multi-generational planning in a tax-efficient way

And more! There will be time for any questions you might have as well.

The talk will take place over Zoom on Thursday, November 13, at 9am PT / 12pm ET (feel free to bring your breakfast or lunch!). This a free event, but RSVPs are required by 5pm PT / 8pm ET the day before the talk. An email will be sent to everyone who signs up ahead of time with the link to join.

RSVP

By signing up for this event, you agree to receive email from Mom Crew and Emily Anderson. You may unsubscribe at any time. If you would like to join without opting in, please email Mom Crew.

Emily Anderson and Sarah McCann

Emily Anderson and Sarah McCann are both mothers who love to work with fellow moms, women and families to achieve their financial goals and design the life they want.

They aim to create a safe, judgment-free, and pressure-free environment where people can openly discuss their life goals and finances without the typical industry jargon, and to turn clients’ dreams into reality through a long-term and collaborate relationship.

 
Earlier Event: November 5
Virtual Info Session: Boston Suburbs