Our May webinar focused on College Savings. The presentation covered topics including College Costs and Future Projections, Savings Strategies for College, Financial Aid & Tax Credits, and Balancing Education Savings with Retirement and Other Goals. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar. If you missed our webinar, no problem, …
Archives for May 2019
Podcast Alert: Melissa’s Guest appearance on “Fresh Off the Vine Podcast”
In April, Melissa Joy was a guest on the “Fresh Off the Vine” podcast. Fresh Off the Vine is a podcast hosted by Karen Coyne, CFP®, who happens to be a friend of Melissa’s and fellow member of the Raymond James Women’s Advisors Council. On the 35- minute episode, Karen and Melissa discuss their path …
Podcast Alert: Melissa’s Guest appearance on “Fresh Off the Vine Podcast”Read More