These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
April 12, 2023
Saving Plans to Fund Your Child's Education
11:00 am PST | 1:00 pm CST | 2:00 pm EST
- Target Audience: Mid-Career Agent
What a great accomplishment seeing your child in their gown or watching their joy while throwing their hat in the air. In those moments, we may forget that we still have a pending college account to pay, often for many years. Understandably, sometimes life happens, and we cannot afford to save for this important journey of our child; or it is possible that we do not invest time in considering tools to save for these years.
While the increasing cost of education may sound like a ticket hard to save for, good college savings beat the anxiety and stress that significant amounts of student debt bring along.
Join us to learn about good to best savings plans you can choose from to help pay for your child’s college education. You want to select plans that help your savings work hard for you while also providing tax advantages to your bottom line. Plus, some programs allow you to name a second child as the beneficiary in case the original beneficiary did not need these savings.
Speaker: Rosario Chacon CFP®, CSLP®, EA
Rosario founded Wealth-Source Financial in 2019 to serve other professionals like her: Often first generation graduates from college, with school debt, while building a career or a business, and raising a family. She believes in preparing well to better serve her community. She is a fiduciary (CFP®), a Financial Behavior Specialist (FBS®), a Student Loan Planner (CSLP®), and an Enrolled Agent (IRS). She knows first-hand that we must invest in ourselves to make changes in our journeys, and it is her mission to help you improve your financial health so you can focus on what you do best in life.
