Events
While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors at Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisory.
College Dreams and Financial Realities: A Parent’s Guide to Planning and Saving
Wednesday, August 21st at 11:00am EST
Don’t you wish there was a way to hit the easy button on your money decisions?
If you’re saving for retirement AND your kids’ college education at the same time, we know you have questions and likely nothing feels “easy”.
Join us for an insightful webinar with Pearl Planning CERTIFIED FINANCIAL PLANNERS™ Lucy Valandra and Alexa Kane. They will guide you through the essential steps of planning and saving for your child’s college education. Whether you’re just starting out with a newborn or have a high school senior or enrolled college student, this webinar will give you with the knowledge and strategies to integrate college savings into your overall financial and retirement plans.
Don’t miss this opportunity to learn more about tackling education savings strategies without compromising the rest of your financial goals.
Key Takeaways:
- Effective strategies for saving for college at every stage of your child’s life.
- Saving in 529’s vs. other vehicles such as taxable investment accounts or Roth’s
- How to balance college savings with competing financial needs such as retirement savings.
- Current trends in higher education financing and how they impact your financial decisions.
- How to broach financial realities with your kids.
Navigating college costs is tricky. Just like raising kids! Let’s make it easier for you.
Need to get professional help with your finances, investments, or financial plan? Contact us.
Can’t join us LIVE? Sign up and we’ll send you the replay, once it’s available.
While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors at Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisory.
Fall Economic Update
Wednesday, October 16th at 11:00am EST
In this insightful fall economic update, Melissa Joy, CERTIFIED FINANCIAL PLANNER™ and Founder of Pearl Planning will provide you with important investment considerations, relevant U.S. stock market updates, and economic news.
This webinar features:
- Factors that could drive future market performance
- An up-to-date U.S. stock market and economic overview
- Perspective on navigating market cycles
- Valuable insights to make well-informed investment decisions while maintaining a balanced, level-headed approach in the face of market fluctuations.
Need to get professional help with your finances, investments, or financial plan? Contact us.
Can’t join us LIVE? Sign up and we’ll send you the replay, once it’s available.