Money 101: Life Cycles

Event description

This 5-session interactive webinar series, led by SCORE NYC mentor Diane Drey, guides participants through key financial tasks at each life stage, from birth to end-of-life planning. 

It covers essential financial topics including managing money in early adulthood, building and protecting wealth, retirement planning, and estate management. Each session includes instruction and breakout discussions for a hands-on learning experience. Participants are expected to attend all sessions, complete pre-work, and engage actively.

Key Benefits:

• Open financial accounts for children, like US Savings Bonds and 529 Plans
• Build a Personal Financial Statement and track wealth growth
• Manage finances in marriage, divorce, and prenuptial agreements
• Plan for retirement and understand Social Security/Medicare
• Organize wills, trusts, and end-of-life affairs