February, 2010 Monthly Meeting

 Holistic Moms Network of San Jose Presents. . .
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

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:
  1. The “What If” question.
  2. Taxes: Strategies to minimize your taxes :
    1. Before and After-tax investing
    2. Tax-deferred vs Tax-free investment

  3. Retirement Planning
  4. Sending Your Kids to College: What you need to know:
    1. Funding Strategies
    2. Which Strategy is best for you?

  5. Estate Planning: Beneficiary Reviews, Titling your Accounts, Deed of the House, Living Trust vs. Will.

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