Schwartz & Schwartz and First National Corp. have teamed up
to coach you and your family members.
We’ll help you improve your ﬁnancial well-being and fitness.
No headband or sneakers required!
Our winter sessions have ended, but you can watch the recordings of the topics below.
THE QUICK & DIRTY PERSONAL FINANCE CHECKUP
Who Should Attend: Anyone wondering where they stand on an array of personal financial issues
You don’t know what you don’t know. This presentation is geared to hit you with several benchmarks that cover your investments, retirement, college savings, insurance considerations, and debt levels. Presented Feb. 13 in Woburn & Feb. 14 online.
GAME OF LOANS: THE STARK TRUTH ABOUT STUDENT LOAN REFINANCING
Who Should Attend: Those who have recently graduated with an overwhelming amount of loans and are looking for a comprehensive plan
The worst part of being a high-income professional is beginning your career with a massive amount of debt hanging over your head. Most enter this phase of their lives paralyzed by the amount of options for handling them: RePAYE, PAYE, IBR, or PSLF? SoFi, CommonBond or First Republic Bank? How do I improve my credit score to ensure I get the best rates? Having seen this process through, we will give you the playbook for getting a grip on your loans. Presented Feb. 27 (online) & Feb. 28 (in Woburn)
ESTATE PLANNING: INTRODUCTION TO THE ESSENTIALS
Who Should Attend: All will benefit from this presentation
Wait, you want to talk about my disability or death? Since this is such an uncomfortable topic, it is understandable that 55% of Americans do not have a will, much less a power of attorney or advance directive. Take the time to learn about what you need with your family in mind- after all, it will be them who will thank you later! Presented March 14 (online) & March 13 (in Woburn)
PREPARING FOR THE RISING COST OF COLLEGE
Who Should Attend: Those with children ages 0-18
Did you know that for a child born today, four years at UMass Amherst will cost them a projected $260,000? Whether you are hoping for financial aid or have already begun saving, hear our tips for not only putting money away, but also guiding your child to a college that will get you the best bang for your buck. Presented March 27 (online) & March 28 (in Woburn)