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Online Courses

Essential Financial Planning Actions  When You Have Children Photo
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Essential Financial Planning Actions When You Have Children

Essential Financial Planning Actions 

When You Have Children Online Course


Click Here To Learn More


During this valuable 1 hour and 30 minute online course you will:

  • How To Protect Your Family From The “What-Ifs” in Life
  • Types of Insurance Available & What is Critical vs Nice To Have
  • Tax Savings For Having Children & Benefits Your Employer & IRS Offer
  • College Funding Solutions & Unique Strategies To Save on Taxes
  • The Order of Money To Save For College & Retirement with Enhanced Tax Efficiency
  • How To Structure Your Assets To Accomplish your Immediate, Short-Term, and Long-Term Goals
  • ...And much more!


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Meetings can also be scheduled by calling 650-617-3402


Essential Financial Planning Actions  When You Have Children Photo
Read Bio

Essential Financial Planning Actions When You Have Children

Essential Financial Planning Actions 

When You Have Children Online Course


Click Here To Learn More


During this valuable 1 hour and 30 minute online course you will:

  • How To Protect Your Family From The “What-Ifs” in Life
  • Types of Insurance Available & What is Critical vs Nice To Have
  • Tax Savings For Having Children & Benefits Your Employer & IRS Offer
  • College Funding Solutions & Unique Strategies To Save on Taxes
  • The Order of Money To Save For College & Retirement with Enhanced Tax Efficiency
  • How To Structure Your Assets To Accomplish your Immediate, Short-Term, and Long-Term Goals
  • ...And much more!

(650) 617-3402