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 in a position to retrieve for one week
How: Zoom Assembly
Free for present shoppers, $10 for company
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 training and creating a complete timeline of actions to take.
We’ll cowl essential steps, deadlines, and discussions you must have over the subsequent few years whereas your little one continues to be in highschool. Key matters embrace saving methods, estimating prices, tax planning, and monetary support. Plus, we’ll allow you to map out the essential conversations to have along with your teen about faculty cash.
Issues we are going to talk about:
- Is it too late to begin saving?
- Estimating the price of faculty and making a money move plan.
- Learn how to have the school cash speak along with your excessive schooler.
- Tax planning methods to cut back faculty bills.
- Is it price spending cash on take a look at prep or AP exams?
- Understanding support, loans, and find out 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 subsequent 0-5 years!
School Funding Plan
