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March 2012

Why Education Planning Should Be Part of Your Financial Plan

Download the Podcast

Forrest Bell, CFP®
Senior Investment Advisor, Financial Planner
Laurent Harrison
Investment Advisor

Get access to the latest thinking and discussion from our March Education Planning meeting, including updates, analysis, and discussion of:

  • Methods and strategies for saving for your children’s or grandchildren’s education
  • College and college-related costs
  • Financial impact that saving for education can have on other financial goals
  • 529 Plans: Are they a good option for you?
  • How to prepare for college costs

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