Financial Planning with Kids
November 29 @ 1:00 pm
In your mid-career-with-kids era? Thinking about how to optimize that hard-earned salary amid the day-to-day? Join us for a family-oriented financial planning seminar hosted by financial advisor Chase Wickenheiser A&S `19 and his colleague, Michael Tanney. Discover key strategies to help manage household expenses, meet your goals, and take care of your family’s future. We’ll cover:
ðŸ’¸ Budgeting with Kids: Learn smart planning tips for extras (camps, birthday parties, private school tuition, etc.) and credit optimization.
ðŸ’¡ Understanding Investments: Explore investment options for you and your children’s future.
ðŸ Estate Planning Fundamentals: Ensure your family’s protection with essential estate planning.
âœï¸ Teaching Financial Literacy: Find fun ways to teach your kids financial basics.
Questions? Contact us at firstname.lastname@example.org.
Chase Wickenheiser, A&S `19 & Football Alum
Chase is a Financial Advisor at Magnus Financial Group. He partners with clients to help them organize their current Financial Picture, advance their future Financial Goals, and motivate them to continually achieve those goals. Chase has presented his financial fundamentals to sports teams and student groups across Cornell.
Michael is a Managing Director at Magnus Financial Group. His previous professional experience includes Goldman Sachs Private Wealth Management, where he advised various Fortune 500 executives, government officials, athletes, and many more, on assets greater than $10 billion.