SAVE SMARTER BY STARTING SOONER
Paying for college might seem like a distant concern when a new baby arrives, toddlers are running about or when you’re playing chauffeur to your little leaguer, but it is a perfect time to start thinking about your family’s finanical future and the role college expenses may play.
Join Lauren Erickson, CFP® of Erickson Advisors for a 30 minute presentation focused on creative investment options to help with college funding followed by a 30 minute Q and A.
Lauren will discuss financial planning tools for:
• Structuring Retirement Plans to Optimize your Savings vs Finanacial Aid
• Using your Small Business to save more and spend less
• Insurance Planning to Benefit Savings
Space is limited.