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Financial Planning 101

Thursday, April 11, 2024
Speakers:
Samantha Dittman
Rachel Kirschner, ChFC®
Time: 12:00 PM to 1:00 PM, via Zoom
30-minute presentation followed by a Q&A

Life may be full of twists and turns, but a strong financial plan can help you stay on track toward reaching your goals. From paying off your student loans to buying a house to planning for retirement, a comprehensive individualized plan is the best way to go. No matter what your current financial situation is, a solid financial plan offers guidance and insight beneficial to all households.

During this webinar, you will learn:

  • The purpose and benefits of creating a personalized financial plan
  • The steps to creating and monitoring your financial plan
  • Tax considerations when creating your plan
  • How to track and improve your credit score and why this is important
Picture of Samantha Dittman

Samantha Dittman

Samantha Dittman is a Client Strategist for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs.

Samantha joined the firm in 2020 and has six years of experience in the financial services industry. Prior to BNY Mellon Wealth Management, Samantha was a program manager at Russell Investments.

Samantha received her bachelor's degree in Business and Economics from the University of Puget Sound, and a master's degree in Economic Psychology from the London School of Economics and Political Science.

 

 

 

Picture of Rachel Kirschner

Rachel Kirschner, ChFC®

Rachel M. Kirschner is a Senior Wealth Manager for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs.

In 2004, Rachel joined the firm in Los Angeles, CA and then joined the team in Seattle in 2006.  She has more than 16 years of experience in the financial services industry working with ultra high net worth legacy families and non-profit entities.

In 2019, Rachel received the BNY Mellon Star award, recognizing the most innovative contributors across the firm.

Rachel received a bachelor’s degree in both Economics and Business Administration from The University of Redlands in Redlands, CA.  She has received the Certified Financial Consultant designation from the American College.

Previous Sessions

Let us know if you would like materials on any of the previously covered topics.

Washington State Capital Gains Tax

Thursday, June 1, 2023

Alternative Energy Tax Credits

Thursday, July 20, 2023

Estate Taxes 101

Thursday, August 24, 2023

Financial Planning and the Road to a Tax-Savvy Retirement

Thursday, October 5, 2023

Retirement Planning: Pension vs. Lump Sum

Thursday, November 9, 2023

529s and Tax-Efficient College Planning

Thursday, December 7, 2023

Upcoming Sessions

Mark your calendars for the next topics coming up. Check back to register.

Financial Planning 101

Thursday, April 11, 2024
Time: 12:00 PM to 1:00 PM, via Zoom