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 company
Electronic mail us for the recording!
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 a part of Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they information you thru key methods for funding your little one’s training and creating 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 subjects embrace saving methods, estimating prices, tax planning, and monetary help. Plus, we’ll provide help to map out the vital conversations to have together with your teen about faculty cash.
Issues we’ll talk about:
- Is it too late to begin saving?
- Estimating the price of faculty and making a money stream plan.
- How you can have the faculty cash speak together with your excessive schooler.
- Tax planning methods to cut back faculty bills.
- Is it price spending cash on check prep or AP assessments?
- Understanding help, loans, and the right way to faucet into investments.
Don’t miss this chance to construct a stable faculty funding plan and keep on monitor with key monetary choices over the subsequent 0-5 years!
School Funding Plan
