Investing for Children's Education -

Friday, April 19, 2024 (11:00 AM - 12:00 PM) (PDT)

Description

Review effective strategies for saving for college. Discover how much to save for college given the inflating costs of education, explore different savings accounts like 529 plans (understand the pros and cons), and learn effective investment strategies to reach your education savings goals. Plus, uncover tax planning strategies to stretch your wealth and set your children on the path to financial success.

Can't make this time? No problem! Register and we'll make sure to send you the recording after the event.

Speaker: Heather Comella, CFP®. Heather has over 15 years of experience in financial planning and wealth management, and has developed expertise in equity compensation (ISOs/NSOs, 83(b) election, RSUs, ESPP) and employee benefits. Heather's passion lies in helping people navigate the complex world of money. This includes breaking down financial strategies and making them easy to understand, and identifying tax-saving strategies, ensuring you stretch your dollars as far as possible.  Heather is an avid dog-lover and busy step-mom. 

Pricing

Free

Friday, April 19, 2024 (11:00 AM - 12:00 PM) (PDT)

4/19/2024 at 11 AM PST

Categories
Member Submitted Events
Powered By GrowthZone