Speaker Series: FI$CAL FITNE$$

Financial Planning for Families

Learn simple strategies guaranteed to help any family with young children start preparing for the future. Sam Lookner, Certified Financial Planner™, ChFC, MBA, will answer your questions about:

• Education Financing
• Cash Reserves/Budgeting
• Insurance Needs
• Taxes
• Estate Planning
• Retirement Planning

or call 617-244-INFO to pre-register.

Note: If unable to attend, you may request that presentation handouts be mailed.

Parents are talking about

Fiscal Fitness...

"We both really enjoyed this talk. It was rich with information, and was comprehensible as well as comprehensive. Sam explained complicated issues but never spoke down to us, and responded to all our many questions. We especially appreciated the fact that he's part of a "young family" himself and understands the issues and stresses we're facing."

"This workshop was a real eye-opener! There was so much we hadn't thought about - and needed to. Sam was great at putting together all of our concerns and questions, and helping us understand what we could sensibly do. It was never about selling a product."

"We attended the last Fiscal Fitness program at WarmLines and were very impressed with Sam Lookner's presentation. The program was perfectly geared towards the financial issues facing new parents. As two busy professionals and parents, my husband and I found this extremely helpful."

"It was really valuable to look at the main categories of financial planning that are relevant to new parents. Sam broke down each category - like wills, college saving, etc, - and showed how they all fit together. He gave us information in a way we could take in and then act on ourselves."

"I'd definitely recommend this workshop for people looking for a good, broad overview of all the things they need to think about. Sam hit the major components of this topic, and then went into the content in a way that was most helpful. He gave us a great framework - plus the information necessary to support it."