Chalk Discuss: Faculty Funding Planning
on Sep 27, 2024
“MainStreet Chalk Discuss”
The MainStreet Monetary Planning Dialogue Membership
When: Thursday, October tenth at 3pm Japanese; 12pm Pacific
~30-45 minutes
Recorded and in a position to retrieve for one week
How: Zoom Assembly
Free for present purchasers, $10 for friends
Faculty Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your youngster heading to school within the subsequent 0-5 years? Now’s the time to start out planning! Be part of Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they information you thru key methods for funding your youngster’s training and growing a complete timeline of actions to take.
We’ll cowl essential steps, deadlines, and discussions it’s best to have over the following few years whereas your youngster continues to be in highschool. Key subjects embody saving methods, estimating prices, tax planning, and monetary assist. Plus, we’ll make it easier to map out the necessary conversations to have together with your teen about faculty cash.
Issues we’ll talk about:
- Is it too late to start out saving?
- Estimating the price of faculty and making a money stream plan.
- The way to have the school cash discuss together with your excessive schooler.
- Tax planning methods to scale back faculty bills.
- Is it price spending cash on check prep or AP checks?
- Understanding assist, loans, and tips on how to faucet into investments.
Don’t miss this chance to construct a strong faculty funding plan and keep on monitor with key monetary selections over the following 0-5 years!
Faculty Funding Plan
