Holistic Moms Network of San Jose Presents. . .
LINDA S. TJIPUTRA, MBA, CFP
Money Management: A Woman’s Perspective
When: Tuesday, February 2nd at 7:00 p.m.
Where: Rozenhart Family Chiropractic
4620-B Meridian Avenue
San Jose, CA 95124
4620-B Meridian Avenue
San Jose, CA 95124
Please R.S.V.P. at the Evite
This is a topic that we all can relate to — money management! Our financial needs and priorities completely change when we become mothers. Learn how to organize and plan your finances for the future. Join us for a presentation by Linda S. Tjiputra, MBA, CFP followed by questions and discussion. Hope to see you there.
A sample of topics covered in presentation:
- The “What If” question.
- Taxes: Strategies to minimize your taxes :
- Before and After-tax investing
- Tax-deferred vs Tax-free investment
- Retirement Planning
- Sending Your Kids to College: What you need to know:
- Funding Strategies
- Which Strategy is best for you?
- Estate Planning: Beneficiary Reviews, Titling your Accounts, Deed of the House, Living Trust vs. Will.
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