As a parent, you know that financial planning is vital, but it can be boring, time consuming, uncomfortable and confusing – to say the least. You dread it, right?
So do we – and that’s why we held an important, highly informative teleclass, which was expertly and entertainingly presented by Scott Kohen, Estate Planning & Insurance Specialist and generously sponsored by Laffie Financial Group.
Scott provided a basic education to help families be more confident and comfortable regarding the important financial decisions ahead of them. During the class, Scott covered such items as
- Importance of a Will
- Illusions of life insurance
- Disability income insurance – even Superman can catch a cold
- The college scholarship backup plan
- Grandparent gifting
In case you missed it, you can find a link to the recorded teleclass here.
Generously sponsored by
The Laffie Financial Group is an independent, estate planning insurance firm dedicated to providing innovative and customized programs for individuals, families and businesses. Our boutique style firm allows us to maintain a true one-on-one relationship with our clients, and gives us the ability to provide personalized solutions to accommodate all types of client needs. We are honest, knowledgeable, and efficient in all aspects of protecting you, your family and your business interests.
Mr. Kohen began his career in the financial services industry in 2007 as a Regional Consultant with AllianceBernstein, located in New York, NY. He educated financial advisors on the firm’s investment products and trained these advisors on how to grow their practice by developing client relationships. In 2009, Mr. Kohen opened his own financial advisory office with Edward Jones Investments in Bellmore, New York. As his clientele quickly grew in size and sophistication, he desired a partnership to help provide an advanced level of estate planning and customer service. He went on to join The Laffie Financial Group and now specializes in wealth protection for individuals and businesses. He is currently a partner of the firm. Mr. Kohen obtained a Bachelor of Science in Business & Marketing from the Robert H. Smith School of Business, at the University of Maryland in 2000. Mr. Kohen was born and raised in Dix Hills, NY and now currently resides in Merrick, NY, with his wife and two young children. He is active with the Oceanside Jewish Center, DOROT Manhattan, and various charities in support of fighting cancer. Mr. Kohen’s office is located at 6800 Jericho Turnpike in Syosset, NY. His telephone number is (516) 364-7396. He may also be reached by e-mail at [email protected]laffiefinancial.com.
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