If you were born in the 1980s, are adulting successfully, and want to join a community of people working to make more confident, empowering financial decisions, "Money for those Born in the 80s" is for you.
Hosted at a family friendly brewery. First beer on us. 20-minute thought-provoking presentation. 10-minutes of group questions/discussion. Socializing and one-on-one questions about anything money after. The goal is to have fun, connect, learn, and be you!
Topics to Expect: - Why life goals are more important than money goals. - Investing with concern for the environment and social progress. - Learn how to teach your kids about money. - Why most people suck at investing and how to avoid common mistakes. - The biggest mistake people make when buying life insurance. - Tax advantages to having kids. - Investing like a pro in your 401k. - Scholorshare 529 Plan - How to take advantage of California's state-sponsored college savings program. - How a small business owner can take special advantage of retirement saving opportunities. - Why an estate plan matters, even if you were born in the 80s. - How households earning over $200,000 can still make Roth IRA - Should I pay down the mortgage or invest more money?
Hosted by: Kevin Thelen, CFP, CFA Financial Advisor BeYou Financial firstname.lastname@example.org www.beyoufinancial.com
P.S. If you are an attorney, CPA, or another professional who wants to present at this Meetup, feel free to contact me.