When
Friday, October 9, 2020 from 11:45 AM to 1:15 PM PDT
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Meeting Agenda:
11:45 am - Welcome, Announcements, Strategic Partner Acknowledgement
12:00 pm - Networking via Breakout Rooms (NEW)
12:15 pm - Presentation
1:05 pm - Q & A
1:15 pm - Program Closes
Where
This is an online event.Follow Us    |
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VIRTUAL MEETING
Topic: College Funding: Tips, Tricks & Tax Loopholes Speaker(s): Roundtable Panelists: ______________________ |
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Description:
College funding can be one of a family’s biggest expenses. Here’s your chance to learn strategies from the tax code to make it cheaper. Yes, you can use other people’s money to pay for college. Plus, you’ll get insight on how the financial aid process works. A combination of a presentation on tax code strategies and a round table discussion on the financial aid process will give you fresh ideas and perspectives on paying for college. * This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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Speaker(s):
Elaine Webb, President of Elaine Webb Financial, is a CFP® and an Enrolled Agent who limits her practice to taxes. Paying for college is a personal interest as she’s had as many as 3 kids in college at a time. When she’s not helping clients with tax planning and preparation, you’ll find her volunteering in the community as a Roseville Public Utilities Commissioner and as a Board Member of the California Society of Enrolled Agents Sacramento Valley Chapter. The roundtable discussion includes Evelyn Estrada, recent graduate from the Sacramento State Financial Planning program, and a representative from the Sacramento State Financial Wellness program, a student led financial coaching program. |
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