Plan Your Financial Future

It’s never too late to start your financial planning. New York Life agent, Paddy Carberry will present ways to financially prepare for all your different life stages, from planning your children’s education funds, life and injury coverage for the self-employed to preparing for your retirement. Some of the topics covered include:


  • 401K's, IRA's and Roth IRA'S. 

  • Life Insurance.

  • College funding and education planning, 529 plans

  • Mortgage protection. 

  • Long-Term Care. 

  • Rollovers, what your options are and how to handle your 401k at retirement.

  • Child gifting

We will also have a questions and answers session where Paddy will be able to advise you on any queries you may have. This will be a super informative information session and all are welcome to attend. Please confirm your attendance via our Facebook events page or call 610-789-6355. 

This is a free event held at the Irish Immigration Center, 7 South Cedar Lane, Upper Darby, PA 19082