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Massapequa Patch

Government, Business

Financial Planning Seminar at Plainedge Library

Get practical advice on your financial decisions.

By Edward Robinson | Email the author | June 19, 2010


  Peter Owen, President new  

Peter Owen, PresidentCredit Edward Robinson
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Peter Owen, President Credit Edward Robinson
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Money is on the mind of most Long Islanders. The area has wonderful homes in  top notch school districts.

But mortgages are high and there are bills to pay. There are worries about retirement and paying for college. Debt and unemployment can be a nightmare.

If area residents are looking for some common sense financial advice, there’s some on the way.

The Plainedge Library in North Massapequa is hosting a free financial planning seminar Tuesday June 22, to help you deal with these problems.

The event, which is being sponsored by State Sen. Kemp Hann0n, will feature Peter Owen, a financial planner for Trendline Financial Solutions.

Owen, who spent 32 years at JP Morgan Chase, before starting Treadline,  says the seminar will focus on what he says are the six major categories of financial planning: cash flow; insurance issues; savings and investing; tax planning; retirement and estate planning.

“It’s very interactive,” he said of the seminar. “I like to get down with the people annd listen to their questions.  If they don’t ask questions, I will ask them questions.

He says most of the advice he gives is “essentially common sense.”

“Most people know this stuff already; I’m going to remind them of what they already know.”

Owen says he wants to hear what people want to focus on and answer their individual questions.  A lot of questions focus on how much people need for their retirement, while handling debt is also a mounting problem.

“What most people do is ignore the situation and put their expenses on another credit card,” he said.

He says he he tries to remind those facing debt that “they don’t have to go out to eat several nights a week or buy premium channels on cable TV.”

“If they chip away at it, hopefully they won’t be at the point where they have to sell the house or declare bankruptcy.”

Owen recognizes the economy has forced people to make tough choices, but his message is, “Hang in there, this country is not going down the drain and neither are you.”

Hannon said the current economic state spurred him to put the seminar together.

“It’s been a rough couple of years for everyone,” he said. “Long Islanders are wondering how they are going to make their next mortgage payment and how they are going to send their kids to college.  The key to getting your finances in order for the long haul, is having a practical game plan.”

Owen said that area residents have what it takes to pull out of the financial crisis. “I have a lot of faith in the Long Islander,” he said.




Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY – convenient to Garden City and Rockville Centre.


Servicing all Nassau County villages:

Atlantic Beach
East Rockaway
Floral Park
Garden City
Hewlett Bay Park
Hewlett Harbor
Hewlett Neck
Island Park
New Hyde Park
Rockville Centre
South Floral Park
Stewart Manor
Valley Stream
Centre Island
Cove Neck
Laurel Hollow
Massapequa Park
Mill Neck
Oyster Bay Cove
Old Brookville
Sea Cliff
Upper Brookville
Baxter Estates
East Hills
East Williston
Flower Hill
Great Neck
Great Neck Estates
Great Neck Plaza
Kings Point
Lake Success
Munsey park
New Hyde Park
North Hills
Old Westbury
Plandome Heights
Plandome Manor
Port Washington No.
Roslyn Estates
Roslyn Harbor
Russel Gardens
Saddle Rock
Sands Point
Williston Pk

Serving All of Suffolk County

Argyle Lake: A main attraction in the town of Babylon.


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