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Portfolio Management While Raising Children

Audience: Recommended for singles or couples who are raising children of any age
Length: 2-4 hours
Materials: Each participant receives a 30-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

 

Course Description:

Participants who attend this course will learn important financial, investment, and tax strategies to employ while raising children.

Course Objectives:

  • Review fifteen essential financial steps to adequately prepare for raising children.
  • Set good role models for children.
  • Discuss the pros and cons of putting money in a child's name.
  • Help children develop and practice their own money management skills.
  • Learn how to put together a family budget.
  • Figure out how much life insurance is needed.
  • Discover effective strategies to teach children from preschoolers to teenagers how to become responsible with money.
  • Minimize taxes for children of all ages.
  • Plan and make important decisions using family council meetings.
  • Uncover how to invest for children of all ages.
  • Learn how to talk about money and death within the family.
  • Avoid many common inheritance problems with children.
  • Review some important guidelines if adult children return home.

 

 

 

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