Event Details

Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future? Come learn the essentials from Mark Porter '05, CERTIFIED FINANCIAL PLANNER™, and Brian Mahoney, Esq. on topics such as:

• Wills
• Emergency and Permanent Guardianship Provisions
• Trusts
• Education Savings Options
• Life Insurance
• Disability Insurance

The seminar itself will last 60 minutes and then Brian and Mark will be available for questions.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. 





Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency | Not Credit Union Guaranteed
Not Credit Union Deposits or Pbligations | May Lose Value


Brian Mahoney, the credit union, and LPL Financial are not affiliated.
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