X
    Categories: BabyDadsMoms

Post-Baby Finances 101: Teleclass Re-cap

    Find Family Friendly Activities

    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 Dahlia.Peyser@morganstanley.com.

      Find Family Friendly Activities

      Jennifer Rojas: Jennifer Rojas is responsible for conducting our day-to-day business operations; coordinating, facilitating and marketing our online classes; and managing our team of bloggers and blog content to ensure that the Mommybites blog is an important and consistently relevant parenting advice resource. She also manages daily web site updates in order to keep our content fresh and pertinent for our community, manages email marketing, curates social media, and manages client and customer relationships. Jennifer graduated from George Mason University’s Institute for Conflict Analysis and Resolution (ICAR) with an M.S. in Conflict Analysis and Resolution. As well as being a conflict resolution and diversity educator, she honed her operational skills during her 10+ years of managing a global eLearning program. She has since escaped the corporate cubicle and currently resides in Tel Aviv with her archaeologist husband, where she enjoys being close to the sea and getting back into life’s natural rhythms.
      Related Post