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Event Details

Event Name:Child Protection Planning - Session 2
Date:January 26, 2021
Start Time:5:15 PM
Duration:1 day
Location:Zoom
Contact Name:Mark Porter
Phone:781.562.1800
Description:

Mark Porter, Financial Planner

Enrollment: Unlimited: Advance sign-up required
Sign-up by 12/23
Attendance: Participants welcome at individual sessions

Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future? Come learn the essentials from Mark Porter '05, CERTIFIED FINANCIAL PLANNER™, on topics such as:

• Wills
• Emergency and Permanent Guardianship Provisions
• Trusts
• Education Savings Options
• Life Insurance
• Disability Insurance

The seminar itself will last 60 minutes and then Mark will be available for questions.

Register here

A zoom link will be sent after registeration.


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

 

Sponsor(s): MIT Federal Credit Union
Contact: Mark Porter, Zoom, 781.562.1800, mark.porter@lpl.com


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