Join Us for a “Lunch & Learn” Session

Saving For College

Thursday, November 7, 2024
Starting at 9:50am to 1:45pm
Register Now

In the first of what will become a series of “Lunch & Learn” mini-webinars, this session will focus on ways to save for college – and is easily attended! Whenever your Lunch Period occurs, simply use the link provided below to join a 20-minute presentation which will cover:

• The Cost of College Today

• Common Funding Sources

• Coverdell Education Savings Accounts

• 529 Savings Plans

• Tax Advantages of Coverdell and 529 Plans

• Options for Unused Plan Assets

Although a session this brief might not address every question, like a good tasting menu it might encourage you to schedule a free meeting with a Stacey Braun counselor to enjoy a “full course” discussion of this (or any other financial) topic.

Meetings can be arranged by calling (888) 949-1925.

Meet the Financial Planners from Stacey Braun Associates

David Bonington
Masters in Finance
Certified Financial Planner™

Stacey Braun Associates is the provider of the Half Hollow Hills Teachers Association financial planning program. Stacey Braun Associates does not earn money from commissions. The only thing the firm’s planners “sell” is advice, which is paid for by the Half Hollow Hills Teachers Association.