Chalk Speak: School Funding Planning
on Sep 27, 2024
“MainStreet Chalk Speak”
The MainStreet Monetary Planning Dialogue Membership
When: Thursday, October tenth at 3pm Jap; 12pm Pacific
~30-45 minutes
Recorded and in a position to retrieve for one week
How: Zoom Assembly
Free for present shoppers, $10 for visitors
Register Right here!
School Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your little one heading to varsity within the subsequent 0-5 years? Now could be the time to begin planning! Be part of Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they information you thru key methods for funding your little one’s schooling and growing a complete timeline of actions to take.
We’ll cowl essential steps, deadlines, and discussions you need to have over the subsequent few years whereas your little one remains to be in highschool. Key matters embody saving methods, estimating prices, tax planning, and monetary assist. Plus, we’ll show you how to map out the essential conversations to have together with your teen about faculty cash.
Issues we are going to focus on:
- Is it too late to begin saving?
- Estimating the price of faculty and making a money circulation plan.
- How you can have the school cash speak together with your excessive schooler.
- Tax planning methods to scale back faculty bills.
- Is it price spending cash on take a look at prep or AP checks?
- Understanding assist, loans, and the right way to faucet into investments.
Don’t miss this chance to construct a strong faculty funding plan and keep on observe with key monetary choices over the subsequent 0-5 years!
School Funding Plan
