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College Financial Planning
October 20, 2021 @ 10:00 am - 11:00 am
The average cost to attend a U.S. 4-year college rose more than 2x the rate of inflation since 1985. Saving early, investing, and tax benefits can help you meet your family’s future educational needs. Join financial advisor Katie Bensel to learn how to plan ahead.
Katie is a Certified College Financial Consultant (CCFC). She will take you through the details of 529 plans, including the savings opportunities they provide and how their distributions work.
529 College Savings Plans are savings vehicles designed to allow individuals / families to save for qualified higher education expenses in a tax-advantaged manner. Contributions to 529 College Savings Plans are allowed to grow tax-deferred and may be distributed tax-free if the funds are utilized for qualified higher education expenses.
Think you’re too late to start saving? We’re still here to help. Whether your child was born last week or is headed to college in the next few years, we can work with you to craft a plan and ease your anxiety.
