LexFUN! Seminar Series

The LexFUN! Seminar Series is kicking off this Fall with sessions on important issue for many Lexington parents.

Beyond Bossing, Begging and Bribing

Jeanine K. Fitzgerald

September 24 | 7PM | Location TBA

Have you ever heard someone say “What part of no don’t you understand?” or “Because I said so, that’s why!” Or maybe you have thought there has to be a better way to get children to listen. This session explores four choices about how to raise, teach and discipline children. When you leave, your “toolbox” will be full of effective strategies.

Jeanine K. Fitzgerald is a Certified Human Behavior Specialist, speaker, consultant, trainer and author. She draws on more than 30 years of professional experience to empower teachers and parents to achieve more with children “at risk.” As a certified Human Behavior Consultant and Specialist, and Owner of The Fitzgerald Institute of Lifelong Learning, Jeanine specializes in research-based strategies in educational leadership, relationship-building, motivation, preventing the factors that compromise the fulfillment of a child’s maximum potential and implementing positive interventions in “real life” settings. Jeanine has worked with thousands of children, professionals and parents across the country, and has taught at the college level and presented on the campuses of The University of Rhode Island, Bryant University, Lyndon State College, and Harvard University. As an author, Jeanine has published The Dance of Interaction and a national training program entitled Education with Insight

Where Do I Begin? Prioritizing Your Family’s Financial Needs

Matt Lasker, CMFC™, CFP®

October 22 | 7PM

Cary Memorial Library

Raising a family can be daunting, at times, and trying to determine the financial priorities of a young family can overwhelming.We will be using a case-study format to help answer your questions and create a road map to getting your financial affairs in order. When you have a young family, your time is always in demand. We understand this. We also have young children. We will help you understand what is most important to do now for your family’s well being. When you leave our workshop you will have an action plan and a road map for your next steps. During our presentation, we will focus on three key themes for young families; savings, protection and planning for the future. As we help you create a road map, we will answer these and other questions: How much should I have saved for an emergency fund? Where should I put my savings? What debt should I pay off first? Should I focus on saving for college or my retirement? Are my assets invested properly? My child has special needs – how should I plan for this? How much insurance do I need? How can I protect my family if something were to happen to me? How do I choose guardians? What is the most important thing I should do today?

Matt Lasker, CMFC™, CFP® is a Client Counselor at Wingate Wealth Advisors in Lexington, MA. He has close to 20 years of experience in the investment industry. He specializes in financial planning and investment management strategies for families. He has particular expertise in investment planning, and takes a strong personal interest in working with clients to design and implement investment strategies that help them realize their unique financial goals and objectives. Matt is also a member of the Boston Estate Planning Council and the Massachusetts chapter of the Financial Planning Association. Wingate Wealth Advisors has been providing independent, fee-based, wealth management services to individuals, families and companies for over 26 years. Matt has a 6 month old son and he understands the financial challenges young families face.

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