Organizer Open House & Meet Sam Plotkin
Thursday, January 11, 2023 from 11:30 AM to 5:30 PM EST
Location: 3 Grinnell St Greenfield, MA 01301
We’re handing out tax organizers, getting people scheduled for their tax appointments, and giving out 1099 forms if you need any.
We will be introducing our newly added advisor Sam Plotkin, CFA, who will be speaking on Financial Markets & the Business of Providing Financial Advice at 12:30 PM. Lunch will be provided.
Organizer Open House with hygge theme – come at 1:30 to hear about Heat Pumps and Tax Credits!
Wednesday, January 11, 2023 from 10:00 AM to 6:00 PM EST
Location: 3 Grinnell St Greenfield, MA 01301
We’re handing out tax organizers, getting people scheduled for their tax appointments, and giving out 1099 forms if you need any.
It’ll be indoors and masks are tentatively optional, but if anyone requests we mask up then we’ll all wear them.
Organizer Open House
Tuesday, January 12, 2021 at 9:30 AM – 5:30 PM EST
Location: 3 Grinnell St Greenfield, MA 01301
We’re handing out tax organizers, getting people scheduled for their tax appointments, and giving out 1099 forms if you need any. It’ll be outdoors on the porch.
ProsperiTea Planning Online Workshop – Get Out of Debt
Tuesday, January 12, 2021 at 12:00 PM EST
It’s New Year’s Resolution Time. We’ll help you with the actual steps you need to get out of debt. Over a couple of workshops we’ll:
- Create a Net Worth Statement (identifying your debt) and login to check your credit report.
- Create a way to track your spending (See the YNAB meeting on November 20th).
- Pull together your spending plan.
- Set up specific tricks like an online savings account for your car savings and a Roth IRA for your emergency fund.
Gary Marsden is training for his Certified Financial Planner credential.
Student Loans Online Workshop
Student Loans Online WorkshopFriday, December 18th, 2020 at 12:30 PM EST
Learn how to get on top of your student loans!
Not sure how to start repaying them? We’ll demonstrate how to login to your servicer.
Wonder which payment plans is best for your situation? We’ll talk specific for people attending live.
Curious about what loan forgiveness options might be available? We’ll go over those.
Bring the name of your servicer and your password manager to make this workshop as useful as possible.
Gary Marsden, Paraplanner recently attended a training with the elite Student Loan Expert, Heather Jarvis, and is ready to help you in our small group. He is training for his Certified Financial Planner credential.
Cash Flow FinTech Online Workshop
Friday, November 20, 2020 at 12:30 PM EST
Register now to learn how to quickly gain control of your money, get out of debt, and save more money faster!
We will present a workshop on using YNAB, an award-winning online budgeting tool. Gary has been using YNAB for several years and can demonstrate how to use it in real life.