Chalk Discuss: School 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 capable of retrieve for one week
How: Zoom Assembly
Free for present purchasers, $10 for visitors
School Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your little one heading to school 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 it’s best to have over the following few years whereas your little one continues to be in highschool. Key subjects embrace saving methods, estimating prices, tax planning, and monetary help. Plus, we’ll assist you map out the necessary conversations to have together with your teen about school cash.
Issues we are going to talk about:
- Is it too late to begin saving?
- Estimating the price of school and making a money stream plan.
- The way to have the faculty cash discuss together with your excessive schooler.
- Tax planning methods to scale back school bills.
- Is it price spending cash on take a look at prep or AP checks?
- Understanding help, loans, and find out how to faucet into investments.
Don’t miss this chance to construct a stable school funding plan and keep on observe with key monetary choices over the following 0-5 years!
School Funding Plan
