College Savings Workshop for Texans
August 9, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
Learn how to save for your child’s college cheaply and save on taxes at the same time. I am presenting a free financial planning workshop on tax-efficient college savings for Texans at the Keller Public Library on Tuesday, August 16 at 6:30 pm. As kids head off to schools for the fall and the focus is on education, it’s a great time to look ahead and make plans for funding college tuition.
Workshop attendees will learn:
- Options available to save for college
- How college savings affects financial aid
- What unique opportunities we have as Texas residents
- How to skip paying sales commissions on your college savings investments
- How to minimize investment risk as your child gets close to college
Registration is encouraged for planning purposes to library@cityofkeller.com. I hope to see you there!
July 2010 Personal Finance Newsletter
July 15, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The July 2010 financial planning newsletter is now available. Topics include today’s investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft. An invitation to July’s free personal finance workshop on college savings strategies at the Keller Public Library is also included. The workshop is scheduled for Tuesday, July 20 at 6:30 pm. Click here to view the newsletter.