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Family Money Moves: The Financial Checklist for Parents with Morgan Newman @ 7:00pm
About this event
As parents and caregivers, we are being pulled in many different directions. With everything that is going on, it’s likely our finances are not getting the attention they deserve and often are put on the back burner.
So join fellow PSP Morgan Newman, Director – Investments at Oppenheimer & Co. Inc., to discuss the family money moves necessary to get back on track. We’ll review the Financial Checklist for Parents & Caregivers that covers topics such as how to get organized, creating a household budget, saving for retirement & education, and protecting your family through insurance and estate planning.
All attendees will have the opportunity to sign up for a complimentary, no-strings attached 20 minute with consultation with Morgan after the workshop.
FAQ: please read
- This webinar will be recorded. To receive the recording, register for the webinar. The recording will be available for 60 days.
- The link to the webinar will be emailed to you the day before or the day of the webinar.
- If you have questions, please reach out to events@parkslopeparents.com.
Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office and one half of the Newman Group, a mother-daughter team of financial advisors. Following the mantra “Live for Today, Save for Tomorrow, Invest for the Future,” Morgan helps her clients identity their life goals & values and make a financial plan to achieve them. As a mom, a wife, a daughter, a sister and a friend, she understands the many roles & responsibilities we have and uses her experience to serve as her clients’ teacher, cheerleader and accountability partner.
Morgan runs the Women and Wealth at Work program for the Newman Group, a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan has presented to Fortune 500 companies, networking organizations and trade associations, reaching thousands of women at various points in their personal and professional lives.
Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband and young son.
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Sponsored Webinars
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