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Winter Workshops Are Coming!

Get ready to start planning for the New Year with Debbie’s newest offering “10 Financial and Tax Tips for the New Year!” We will also continue to bring you workshops on Retirement, Investing, Taxes…check back as we regularly add new dates!

 

JANUARY

Tuesday, January 21st: Weeknight Workshop: New Year Planning: 10 Financial and Tax Tips for the New Year – 7:00 pm @ Waldwick Public Library

FEBRUARY

Thursday, February 13th: Weeknight Workshop: Ready, Set, Retire! – 7:00 pm @ Westwod Publick Library

Tuesday, February 18th: Weeknight Workshop: New Year Planning: 10 Financial and Tax Tips for the New Year – 7:00 pm @ Franklin Lakes Public Library

Workshop Details

10 Financial Strategies for Every Woman: 90% of Women will be managing their own finances at some point in their life. Women often have the best of intentions in managing their wealth, but often put themselves last.  That’s why every woman should have a plan! Join Debra Taylor as she discusses 10 Financial Strategies all women can benefit from.

New Year Planning – 10 Finance and Tax Tips for the New Year: Taxes and the equity and bond markets are always changing. Attend this workshop to learn Ten Finance and Tax Tips for the New Year. Debra Taylor will provide actionable items to take to help improve your portfolio, help enhance your finances and help save you money on taxes.

7 Financial Principles for a Happy and Fulfilling Retirement: You have waited your entire life to retire. The decisions you make leading up to and in retirement can have a negative effect on your financial well-being, if you don’t understand all options available. Join Debra Taylor for an insightful workshop on how to help make the most of your retirement and help you work towards living the life of your dreams!

8 Things to Know to Help Avoid the Retirement Tax Time Bomb and Help Keep More of Your Money in Retirement: When you’re building your distribution plan, it is crucial to include tax strategies that will help protect the money you worked so hard to save.Join Debra Taylor as she provides knowledge to equip you with the most  up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

529 College Plans – 10 Ways to Help Save Money and Send Your Child to College: The 18-year clock starts ticking the moment your child is born. Yet many aren’t preparing. Just 56% of parents are actively saving for their child’s education.  Join Debra Taylor as she discusses the best ways to make the most of your investments and how a 529 College Savings Plan will help work toward your goals.

The ABC’s of Investing: 7 Tips on How to Invest with Success: Are you nervous about the markets? Do you have money sitting in your bank account? If there’s one thing that differentiates a savvy investor from one who’s just winging it, it’s the ability to balance reward vs. risk.  Join Debra Taylor as she guides you through the ins and outs of today’s markets and helps you make the most of your money!

Ready, Set, Retire!  10 Financial Tips for Making the Most of Your Retirement: You have spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.  The rules are different when you retire and you only have one chance to get it right! Join Debra Taylor for an insightful workshop on how to make the most of your retirement and avoid the retirement tax time bomb!


**Send any questions to dcurtin@taylorfinancialgroup.com or call (201) 891-1130**

 

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