Chalk Talk: College Funding Planning
on Sep 27, 2024
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Thursday, October 10th at 3pm Eastern; 12pm Pacific
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting
Free for current clients, $10 for guests
College Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your child heading to college in the next 0-5 years? Now is the time to start planning! Join Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they guide you through key strategies for funding your child’s education and developing a comprehensive timeline of actions to take.
We’ll cover crucial steps, deadlines, and discussions you should have over the next few years while your child is still in high school. Key topics include saving strategies, estimating costs, tax planning, and financial aid. Plus, we’ll help you map out the important conversations to have with your teen about college money.
Things we will discuss:
- Is it too late to start saving?
- Estimating the cost of college and creating a cash flow plan.
- How to have the college money talk with your high schooler.
- Tax planning strategies to reduce college expenses.
- Is it worth spending money on test prep or AP tests?
- Understanding aid, loans, and how to tap into investments.
Don’t miss this opportunity to build a solid college funding plan and stay on track with key financial decisions over the next 0-5 years!
College Funding Plan
