Financial Wellness: Funding Your Child's Education
Thu, Feb 27 | Roudenbush Community Center

Financial Wellness: Funding Your Child's Education

With the average cost of tuition and fees at a four-year college (public or private) increasing significantly on an annual basis, it is never too early to start a savings program. In this seminar we will explore the tax benefits, financial benefits and planning benefits with proper planning.
Registration is Closed

Time & Location

Feb 27, 2020, 6:00 PM – 8:00 PM
Roudenbush Community Center, 65 Main St, Westford, MA 01886, USA

About The Event

 

With the average cost of tuition and fees at a four-year college (public or private) increasing significantly on an annual basis, it is never too early to start a savings program.  In this seminar we will explore the tax benefits, financial benefits and planning benefits with proper planning.  We will spend time discussing planning ideas, such as using your personal savings for education funding, through the use of techniques that can help you identify and try to manage risks which can otherwise prevent you from achieving your overall savings goal. 

In this seminar you will learn:

  •  The pros and cons to making outright gifts to children and/or grandchildren,
  •  The use of UGMA/UTMA custodial accounts,
  •  Coverdell education savings accounts,
  •  An overview of college savings plans,
  •  How to put it all together and select the right funding/accumulation strategy for you,
  •  How life insurance can be a powerful tool in planning for a child’s education, and
  •  Finally, we will put it all together and go through a case study. 

 

TERMS AND CONDITIONS: 

Cancellation Policy - I/We accept the following Roudenbush Community Center Cancellation and Transfer Policy:   A voucher less $10 will be issued for cancellations 7 days prior to start of program;     no other refunds will be granted;   no refunds will be issued for trips or special events;   there will be a $10 fee to transfer from one class to another;   vouchers expire one year from date of issue;   if Roudenbush cancels a class, we will call participants and issue a full voucher or refund. 

Release of Liability for Minor - I/We, as parents/guardians of registered minor, hereby consent to his/her participation in the RCC Programs and to his/her use of the RCC facilities and equipment.  I/We further agree to release and hold harmless RCC and their employees, agents and assigns from any and all liability or expenses arising out of any incident involving, or any account of any injury to the above named minor in connection with such program.  I/We further consent to emergency treatment by a physician in the event of injury to, or illness of our child during his/her participation in this program.  I/We accept full responsibility for all costs for any such emergency treatment. 

Photography Permission - I/We, as parents/guardians of registered minor, hereby consent to the taking of videos and photographs of my/our child which may be used in the promotion of the RCC Programs.

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