Successful Education Planning Strategies

Successful Education Planning Strategies Featuring Michael J. Youmans, Ph.D., Founder of College Prep Express & Daniel Friedman , CEO of Wealth Management Group of NA, LLC

What You’ll Learn Today ,[object Object],[object Object],[object Object],[object Object]

Figuring Out Your College Saving Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],*Note – All statistics are from the U.S. Dept. of Education, Institute of Education Sciences, 2011

Saving for College… Is it a Top Priority? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How Will You Pay For College Costs? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Getting Real About Financial Aid Source: Alliance Bernstein, College Savings Crunch Survey (2006) Parents overestimate scholarship and grant money children will receive Scholarships and grant money are less available for the average family compared to 10 years ago What Financial Aid Administrators Say: Even parents who have the means to pay for college are looking for ways to reduce or avoid costs My children are likely to have unique or special talents that will enable them to receive scholarships What Parents Believe: 72% 92% 75% 66%

Student Loan Debt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],*Source: AllianceBernstein College Savings Crunch Survey (2006)

529’s? What are they? Section 529’s are named for a section of the IRS code. They are sponsors of state governments.

Pros & Cons of 529’s ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cons Pros

529’s, cont. ,[object Object],[object Object]

The Grandparent Trap ,[object Object],[object Object],[object Object]

What Can You Do To Prepare? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Remember! ,[object Object],[object Object],[object Object],[object Object]

Thank You! ,[object Object],[object Object],[object Object],[object Object],[object Object],Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Lexco Wealth Management Inc.(LEXCO), a Registered Investment Adviser and Wealth Management Group of N.A. (WMGNA), a Registered Investment Adviser. Lexco, WMGNA, The Hartford, and NPC are separate and unrelated companies.

Successful Education Planning Strategies

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