Get A Head Start On Your Financial Future

If you live in the Bay Area, mark your calendars for October 5th, October 26th, and November 30th. If you don’t live in the Bay Area, stay tuned for virtual presentations to view remotely.

I am putting on a three-part series to help you get your financial house in order. We will meet at the Burlingame Library (480 Primrose Rd., Burlingame, CA 94010), Lane Room, from 7:00-8:00pm. All sessions are free to the public, so come ready to learn the top tips to set yourself up for long-term financial success. 

Session #1: Top 10 Strategies for Young Professionals, October 5th

Do you feel overwhelmed by your personal finances? In this session, I will go over my top 10 tips for young professionals. I will help you demystify your credit score, decide how to choose between Roth/401k, figure out how much to save towards retirement, and feel more confident in handling your finances. 

Session #2: Buying your First Home on the Peninsula, October 26th

Do you wonder how you will ever be able to afford a home on the Peninsula? For this session, I have partnered with Raziel Ungar, the top Realtor in Burlingame in 2015 & 2016 (number of homes sold, per MLS). We will go over the basics of buying a home, share how to set realistic expectations, and provide a local market overview of nice neighborhoods along the Peninsula.

Session #3: Estate Planning 101 for Young Parents, November 30th

If you just had a baby, or are expecting one soon, now is a great time to get your estate plan in order. I will present alongside Alan Khalfin, an estate planning attorney from Vaksman Law Offices, to go over the basics of estate planning. We will talk about why estate planning is critical for new parents and share cost-effective ways to protect your loved ones.