Description
As we celebrate the milestone of a family member graduating high school and embarking on their college journey, we recognize that this joyous occasion often comes with financial challenges. Paying for college can be a significant source of stress for many households, making it essential to have a solid financial plan in place. Join us to learn about:
- The Importance of Saving for College: Understand how saving for college fits into your overall financial plan alongside retirement and home buying.
- Financial Options: Explore various funding avenues, including 529 plans, financial aid, and student loans.
- Tailored Strategies: Discover how to decide on the best combination of income, savings, and loans that works for you and your family.
- Planning Ahead: Learn why it's beneficial to plan early, ideally with guidance from a financial professional or wealth planner.
Whether you're planning for a child, grandchild, or a friend, this webinar will provide valuable insights and important considerations to help you navigate the cost of college effectively.
Date and Time
Fri, Feb 21, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), Nonqualified Plan Consultant (NQPC™) and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.