Integrating College Savings into Your Financial Plan
Choosing the right investment vehicles can help you save for college education. Join this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education.
Here is a preview of questions we will cover:
• Exploring 529 Plans
• Understanding tax advantages of different plans
• Balancing college savings with other financial priorities
Whether you’re on the path to saving for a college education today or in the future, register for this webinar for insights to set you on the right path to reaching your savings goals.
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Event Archive: 2023 Events
- April 20th: La Crosse Rollover Days
- April 27th: Minneapolis Rollover Days
- May 2nd: Virtual Rollover Day
- May 10th: Virtual Rollover Day
- June 23rd: Fourth Friday’s La Crosse
- July 28th: Fourth Friday’s La Crosse
- August 18th: Coffee with Heather Jordan, a CFP® Professional
- August 25th: Coffee with Heather Jordan, a CFP® Professional
- August 25th: Fourth Friday’s La Crosse
- September 8th: Coffee with Heather Jordan, a CFP® Professional
- September 22nd: Fourth Friday’s La Crosse
- October 28th: Enchanted Forest