Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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College Savings Workshop for Texans

August 9, 2011 By Jean Keener, CFP, CRPC

Keller TX Free College Savings AdviceLearn 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:

  1. Options available to save for college
  2. How college savings affects financial aid
  3. What unique opportunities we have as Texas residents
  4. How to skip paying sales commissions on your college savings investments
  5. How to minimize investment risk as your child gets close to college

Registration is encouraged for planning purposes to [email protected]  I hope to see you there!

Filed Under: College Funding, News, Seminars & Events, Your Finances Tagged With: 529 plans, college savings

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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