SMART COLLEGE FUNDING STRATEGIES

​College costs are rising, but smart planning can put you in control. This seminar will reveal proven, tax-efficient strategies to help families save more, spend wisely, and maximize financial aid.

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​Here’s what we’ll cover:

• ​529 plans: pros and tradeoffs

• ​Paying kids legally to fund education

• ​Gifting strategies for college savings

• ​Using Roth IRAs for flexibility

• ​Maximizing need-based financial aid
  
  Why attend?

  • ​You’ll gain practical tools to reduce costs, unlock tax advantages, and design a funding plan that protects your long-term financial goals while supporting your child’s education.