Broker Check
02 July
College Savings Planning


Paying for college is one of the financial concerns felt by just about everyone. 

For the 2022-23 school year, the College Board reported that the total cost to attend a public four-year in-state college averaged $27,940. 

Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education. This presentation will cover these topics, as well as:

 Section 529 plans

 Coverdell accounts

 U.S. Savings Bonds

 UGMA and UTMA accounts

This workshop will also cover tax credits for education expenses, federal and state student aid programs, and student loan debt and repayment options.

Date and Time

Tue, Jul 02, 2024

1:00p - 2:00p EST




Zoom Link will be sent to all attendees


Event Registration