Simon Brady, CFP® of TA Planners will be speaking at the New York Public Library, Science, Industry and Business Library (SIBL) at 188 Madison Avenue (by 34th St.) at 6:00pm on Tuesday, May 20th. The event is free to the public and no reservations are required.
The SIBL runs a Financial LiteracyProgram and Simon’s presentation, entitled “Not A US Citizen? What You Need To Know About Financial Planning”, is part of a regular evening program that explores a different financial-related topic every Tuesday in conjunction with the Financial Planning Association of New York.
TA Planners’ Simon Brady, CFP® was quoted extensively in the Wall Street Journal by reporter Veronica Dagher on teaching clients financial discipline. It provides insight into our take on financial planning ..
Here’s an excerpt from the article:
“Financial planner Simon Brady of TA Planners in New York tells clients to use online calendars that sync to their smartphones or use reminder apps such as Fantastical or Due to alert them to credit-card payment due dates, insurance-policy expirations and tax-return deadlines.
He also recommends that his clients put reminders in their online calendars for several years out and set alerts that will go off on their cellphones. He suggests they keep the “snooze” function on for those alerts so they actually have to go into their phones and turn off the reminders.”
Total Alignment Wealth hosted a private event on LGBT marriage and family issues on Thursday, Mar. 13. We discussed:
- Financial advice and strategies for marriage
- Legal rights
- Adoption and family issues