Saving for College

Wednesday, January 14 | 5:30-7 PM
JCC Dance Hall
Free and Open to the Public

Get Your Financial House in Order! Have you been meaning to meet with a financial advisor? Is getting your “house in order” one of your New Year’s resolutions? Join New York Life Insurance financial services professionals Elizabeth Iazykova, Matt Stewart, and Dallin Fuller for an accessible, informative session on financial planning strategies for young families — especially when it comes to saving for the future. This workshop will help parents understand a wide range of options for planning their children’s education and supporting long-term family goals.

Topics:

• Current and projected trends in college costs
• How to balance college savings with retirement planning, taxes, and financial-aid considerations
• How families typically pay for education (loans, scholarships, savings)
• Tax-advantaged savings strategies, including: 529 Plans Coverdell ESAs UTMA/UGMA accounts Section 2503(c) Minor’s Trusts Roth IRAs Cash Value Life Insurance (as a supplemental option)
• Q&A