Dollars and Sense is an educational workshop presentation about Raising Money-Wise Kids.
Prepare your kids by teaching them key estate and financial planning concepts. Raising money-wise children takes a lot of education, time, and conversations. Are they ready to fly on their own? Learn tips to help your kids succeed.
Presented by Marianne Nolte, CFP® and Colleen Robinson, Esq.
Raising Money Smart Kids with Estate and Financial Planning. A powerful discussion by Estate Attorney Colleen Robinson, Esq. and Certified Financial Planner Marianne Nolte, CFP®.
Estate planning tips
First, Colleen covers the overall purpose of Estate documents, leaving money to your kids, estate planning basics, the difference between a Will and Trust, and Financial Mentorship Trust.
Financial planning tips
Marianne wraps up the workshop presentation speaking about your professional circle, financial planning, the impact of The Secure Act of 2019, tips for starting your kid’s financial education, and saving strategies.
Colleen Robinson, Esq. at www.protectyourfamily.law