Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

 

     

 

Financial Essentials Saving for College Workshop is one of our most popular.  In this workshop we teach you about programs you may never hear about anywhere else (because financial institutions make no money selling these products).

Our Saving for College Workshop will teach you:

• All About Tax-Advantaged Plans, such as
  • State-Sponsored 529 Plans
  • Independent 529 Plans
  • Coverdell ESA
• Which Schools Accept Which Plans
• The Advantages and Disadvantages of Each Plan
• How to Purchase or Invest in Each Plan
• How Each Plan Affects Scholarship Opportunities
• Tax Considerations
• How, If, and When to Use Home Equity, IRAs, and other non-traditional options

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Home                About Us                   Live Workshops                Contact Us

Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA