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Topic

Kids & Money: Everything Parents and Grandparents Need To Know

Description

Can my kid open a Roth IRA? What about saving for college? Allowance vs paying kids to do chores? Can I make a gift directly to my grandchild?

Join (grandparent!) Dan Galli, CFP® and (parent!) Karen Van Voorhis, CFP® as they share useful information for grandparents, parents, and families about strategies for saving, learning, and passing an increased level of financial literacy down to future generations.

Time

Oct 13, 2022 12:00 PM in Eastern Time (US and Canada)

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Speakers

Daniel J. Galli, CFP®

Founder @Daniel J. Galli & Associates

Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.

Karen E. Van Voorhis, CFP®

Director of Financial Planning @Daniel J. Galli & Associates

Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Oct 13, 2022 12:00 PM Eastern Time (US and Canada) Topic: Kids & Money: Everything Parents and Grandparents Need To Know Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_6TS052k-TWW9t-s1ZkS67g After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Daniel J. Galli, CFP® (Founder @Daniel J. Galli & Associates) Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners. Karen E. Van Voorhis, CFP® (Director of Financial Planning @Daniel J. Galli & Associates) Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.

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