You are invited to attend our educational webinar where we’ll explore sound strategies for keeping a college education within reach.
We will cover topics such as:
• Current and future college costs
• How to establish a college savings program
• Tax-advantaged vehicles such as 529 plans, Coverdell ESAs, and Roth IRAs
• Other funding sources, including financial aid, scholarships, and loans
• How and when to apply for financial aid
Our presenter will be Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union. He will be joined by CFS financial advisors, Catherine Bryant and Rick Lowe. They are all part of the Coastal Wealth Management team (through CFS*).