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 purchasers, $10 for friends
School Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your baby heading to school within the subsequent 0-5 years? Now could be the time to start out planning! Be part of Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they information you thru key methods for funding your baby’s schooling and creating a complete timeline of actions to take.
We’ll cowl essential steps, deadlines, and discussions it’s best to have over the subsequent few years whereas your baby continues to be in highschool. Key subjects embrace saving methods, estimating prices, tax planning, and monetary help. Plus, we’ll aid you map out the necessary conversations to have together with your teen about faculty cash.
Issues we’ll focus on:
- Is it too late to start out saving?
- Estimating the price of faculty and making a money circulation plan.
- Tips on how to have the school cash discuss together with your excessive schooler.
- Tax planning methods to scale back faculty bills.
- Is it price spending cash on take a look at prep or AP assessments?
- Understanding help, loans, and the best way to faucet into investments.
Don’t miss this chance to construct a stable faculty funding plan and keep on monitor with key monetary selections over the subsequent 0-5 years!
School Funding Plan
