Interested in discussing personal finance, learning about different investing strategies, and meeting financial advisors in the area? One Day In July has created an event series to bring people in the community together for free educational events about personal investing, retirement planning, college saving and more.
The average cost to attend a U.S. 4-year college rose more than 2x the rate of inflation since 1985 (Source: Forbes). Saving early, investing, and tax benefits can help you meet your family's future educational needs. Join One Day In July financial advisor Katie Bensel for a discussion about planning ahead.
Katie is a Certified College Financial Consultant (CCFC). She will take you through the details of 529 plans, including the savings opportunities they provide and how their distributions work.
529 College Savings Plans are savings vehicles designed to allow individuals / families to save for qualified higher education expenses in a tax-advantaged manner. Contributions to 529 College Savings Plans are allowed to grow tax-deferred and may be distributed tax-free if the funds are utilized for qualified higher education expenses.
Think you're too late to start saving? We're still here to help. Whether your child was born last week or is headed to college in the next few years, we can work with you to craft a plan and ease your anxiety.
One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.
Shelburne, VT 05482
Burlington, VT 05401