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Planning for College
January 21, 2020 @ 6:00 pm - 7:00 pm
Planning for a child’s education is an important part of someone’s financial well-being. This non-branded presentation outlines a college funding strategy based on one-thirds: One third of funding comes from savings (past), one-third of funding comes from current income (present) and one-third of funding comes from loans (future). Information on savings vehicles such as 529s is included. On overview of financial aid (FAFSA) and the importance of attaining scholarships is provided. Seminar topic also discusses the advantages a whole life insurance policy’s cash value may provide in helping to cover college costs.
Speaker: Elena Florintsev, Investment Advisor at Capital Strategies
FREE for members and $15 for non-members