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, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.[0:55] Agenda [1:34] The Case for Education [2:53] Choice of college major [4:40] How much does college cost and how much will it cost in the future? [6:00] Determine your financial aid eligibility [9:25] 2017 Student Loan- Balance by age group [19:03] Quick Hits- Keep this in mind [22:07] Action Steps for Right Now
Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This investment strategy (ESG) may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.