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1391 Martine Avenue
Scotch Plains, NJ 07076
P: 908-889-8800
F: 908-889-4070

Events

Getting Your Affairs in Order: An Intro Guide to Estate Planning, Financial Planning and Insurance Planning for Parents

Thursday, February 2, 2023

8:00 pm

Mindy Goldberger
908-889-8800 x284
[email protected]

Zoom

So you have kids, and you've done at least one responsible thing for them so far - you've chosen the JCC for their early childhood education!

Now let's chat about some other important things you should do for yourself, your spouse and your children. Join Attorneys Randi Siegel Weniger, Esq. (Siegel & Bergman, LLC) and Robyn Minick, Esq., Certified Financial Planner Douglas Boneparth, CFP (Bone Fide Wealth, LLC), and Insurance Specialist Erik Wildstein (The Wildstein Group, LLC) for a Zoom presentation that will motivate you to get all of your affairs in order.

All of our panelists are current or recent EC parents!

Topics will include:

  • Why you need to do all this "adulting" (and what could happen if you don't)
  • Basic estate planning for parents of young children
  • Introduction to financial planning, including asset management, investing, tax planning and planning for retirement
  • Overview of the various types of life insurance, as well as metrics for determining how much life insurance you need
  • The basics of disability insurance and long term care insurance

You won't want to miss this informative and engaging presentation!

REGISTER

Zoom link will be sent to registrants prior to the event.