Last week, we hosted a teleclass on getting a handle on your finances now that you’re “plus one.” Our expert speaker was Dahlia Peyser, Vice President, Morgan Stanley Wealth Management.
Dahlia went over everything that new parents need to know about getting their finances in check now that baby has arrived!
Topics included the following:
- Best ways to save for college
- IRA distribution rules
- Joint accounts with parents/grandparents
- UTMA accounts
- Direct PLUS loans
- Gifting
- Estate planning
- Charitable giving.
The full taped teleclass is available here.
This teleclass was generously sponsored by Daily Worth, which enabled participants to learn for FREE!
DailyWorth helps you take charge of your money (and ultimately, HAVE MORE OF IT) through practical tips and inspiring ideas to earn more, save more, and spend smarter. Sign up and become the financial powerhouse you always wanted to be!
Our speaker, Dahlia Peyser, may be contacted by phone at (973) 467-6357 or by e-mail at [email protected].
