Educational Savings

Planning for education costs can feel overwhelming, but the right strategies can make it manageable and empowering. In this one-hour seminar, explore effective ways to save for education for young children, teens approaching college and individuals with disabilities who may have unique planning needs. Learn about 529 plans, ABLE accounts, custodial accounts, tax advantages and contribution strategies, while discovering how to align savings with broader financial goals. Participants will leave with practical insights and greater confidence in preparing for future education expenses.