- Financial Planning & Investing
Education Is More Expensive. Are You Saving the Smart Way?
Date & Time
- August 27th @ 12:00 PM (PST)
Description
- Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the familiar way? We will explore modern college funding strategies, the tax advantages of 529 plans versus using after tax dollars, and common planning mistakes that quietly cost families tens of thousands over time. You will leave with a clearer understanding of flexibility, control, and tax efficiency in education planning. This webinar is hosted by attorney Jim Cunningham, along with the financial advisors at Ascent Wealth Management.