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5 Savvy Strategies for Funding Your Family's Higher Education

  • September 15, 2022
  • 12:00 PM - 1:00 PM
  • Webinar

Registration is closed


Join us for our webinar, 5 Savvy Strategies for Funding Your Family’s Higher Education on September 15th at 12:00 PM to learn best practices and to ensure your child, or grandchild has an effective and well-thought-out path to achieve their education. 

Parents should save for their children’s education as soon as possible. However, matters are rarely that simple:

  • What if you only have a few years before your kids head off to college?
  • How do you decide between saving for college or your own retirement?
  • Can grandparents help contribute to your kid's educational funds?
  • What happens to the money in 529 accounts if your child gets substantial scholarships?

Each scenario requires a customized approach to maximize efficiency while reaching your family’s goals.

 
Webinar Topics:
 

Presenters:

How late savers can catch up
Maximizing your tax benefits
How to calculate the cost of education
How to utilize funds for trade
schools
How to avoid paying sticker price
 Christian DiRusso, CPA, CFP®
Financial Planning Specialist

Dennis Huergo, CFP®, ChFC®
Financial Planner & Director Of Client Services

Have questions you'd like addressed during this webinar?

Email them to questions@altfest.com 

Altfest is proud to have preferred wealth management relationships with associations for their members including the New York Chapter - American College of Surgeons. The firm does not sell insurance or financial products, and, as a fiduciary, it is committed to putting clients' best interests first – always.

Learn more at altfest.com/physicians, and schedule your complimentary financial consultation at this link.

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New York Chapter American College of Surgeons
150 State Street, Floor 4, Albany NY 12207                         
Phone: (518) 953-5401 | Fax: (518) 514-1424

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