Recent FAFSA changes have created a powerful opportunity for grandparents: you can now fund a grandchild’s college savings plan without negatively impacting their eligibility for need-based financial aid.
Join CERTIFIED FINANCIAL PLANNER® professional, Bob Ingram, and TIAA CREF Education Savings Consultant, Jon Scott, for an exclusive session uncovering the sophisticated strategies behind college savings plans.
During this webinar, you'll learn how to:
Compare education savings approaches and choose what’s right for your goals
Maximize tax-advantages and protect those benefits
Navigate financial aid considerations of college savings
Apply “superfunding” strategies effectively
Leverage education savings for estate and legacy planning
Avoid missteps that could trigger unintended consequences
Robert Ingram, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® With more than 15 years of industry experience, he is a trusted source for local media outlets and frequent contributor to The Center’s “Money Centered” blog.
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While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Center for Financial Planning, Inc.® is an Independent Registered Investment Advisor. Investment advisory services are offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
