College Planning

Created: Business to Individual

Are you saving enough for your child’s college? There’s no denying the benefits of a college education, especially the ability to compete in today’s competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That’s why it’s so important to start saving now.

In this seminar on College Planning, you will learn:

  •          How much college will cost in the future
  •          Tax-advantaged ways to save for college, including 529 plans, Coverdell education savings accounts, custodial accounts and U.S. savings bonds
  •        The role of financial aid, including how need is determined and how assets are classified for federal aid purposes
  •         Other ways to fill the college funding gap
Schedule Program
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.