Chalk Speak: School Funding Planning
on Sep 27, 2024
“MainStreet Chalk Speak”
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 purchasers, $10 for company
School Funding Planning
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Is your baby heading to school within the subsequent 0-5 years? Now’s the time to begin planning! Be a part of Vida Jatulis, CFP®, and Anna Sergunina, CFP®, as they information you thru key methods for funding your baby’s training and growing a complete timeline of actions to take.
We’ll cowl essential steps, deadlines, and discussions it is best to have over the following few years whereas your baby continues to be in highschool. Key subjects embrace saving methods, estimating prices, tax planning, and monetary assist. Plus, we’ll aid you map out the essential conversations to have together 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 stream plan.
- The way to have the school cash discuss together with your excessive schooler.
- Tax planning methods to scale back faculty bills.
- Is it value spending cash on check prep or AP exams?
- Understanding assist, loans, and methods 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 following 0-5 years!
School Funding Plan
