One life event more than any other marks a turning point for how seriously families handle their finances: having a baby. This free lunch-and-learn offers expecting annew parents need-to-know insights on how to prepare their finances for the most exciting chapter of their lives.
New babies bring new challenges, with financial repercussions that can stretch into retirement. If you or someone you know is expecting a baby, is a new parent, or has young children and is thinking “Now what?” when it comes to their personal finances, please join us for this lunch and learn. Brightworth wealth advisors and veteran parents Tom Presley, Patricia Sklar and Ryan Halpern will share insights and strategies on preparing your finances for the major decisions you’ll face in early parenthood. Bring your questions, and be ready to learn, share, and network.
We’re looking forward to seeing you there.
The Brightworth Team
Brightworth | 3344 Peachtree Rd NE, Suite 2000 | Atlanta, GA 30326
About our speakers
Tom Presley is a Partner and Wealth Advisor at Brightworth and focuses his time on developing and implementing comprehensive financial strategies for high net worth and high income earning individuals. He is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), the Investments and Wealth Institute, the American Institute of Certified Public Accountants, and the Financial Planning Association. He is also a member of Kingdom Advisors, the Georgia Planned Giving Council and the University of Georgia Alumni Association. Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service. Learn more
Patricia Sklar is a Wealth Advisor at Brightworth, where she specializes in serving professionals in the film and entertainment industry. She joined the Brightworth team in 2016. She started her career at Deloitte Tax, focusing on income tax strategies for publicly-traded companies. She spent the next five years at a large CPA and wealth management firm, where she advised high net worth individuals in the areas of personal financial planning, income taxes, and investments. Patricia has a passion for working with clients as their personal CFO, helping them reach their goals and feel confident about their financial situation. Learn more
Ryan Halpern oined Brightworth in 2013 as a financial planner. He started his career at Ernst & Young, concentrating on taxation of high net worth individuals. He continued his career on the tax team at a multi-family office, broadening his experience with individual tax, charitable and estate planning. Ryan has focused a number of years on family wealth management, and he brings a unique perspective to the Brightworth team. Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives. Learn more