WEBINAR: Financial Planning: Welcoming a Child or Grandchild
Welcoming a child or grandchild into the world is one of life’s most special occasions. Are you doing all that you can, in terms of financial planning, to position your child or grandchild for economic success? Are you doing everything you can to prepare for the financial responsibilities of daycare, healthcare, secondary education, college, and beyond? Have you listed a minor child as a primary or secondary beneficiary on any of your accounts?
For answers to these questions and more, Baltimore-Washington Financial Advisors invite you to an interactive workshop on “Financial Planning: Welcoming a Child or Grandchild.”
WEBINAR
JANUARY 28, 2025
11:45 AM – 1:00 PM
Topics will include:
What is the best way to save for college/private school?
What estate planning documents should parents/grandparents have?
What financial decisions should new parents be making?
What resources are available to help with health care and daycare expenses?
How do you budget for additional costs as a new parent?
