Color Logo                          * Life Smart - Tax Smart Speaker Series *


Thursday November 10, 2011 from 6:00 PM to 7:30 PM PST

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WhereThelma Harris

Thelma Harris Gallery

 5940 College Avenue
Oakland, CA 94618


Driving Directions 


Please contact Linda Peterson for more information about the event:


Linda Peterson 
Henry C. Levy & Company 
510-652-1000 x 301



College is Coming!  

Strategies to Save and Pay for College 

  Beatrice Schultz

 Please join Beatrice Schultz, College Funding Advisor

Beatrice Schultz, BSc, MSM, is a licensed College Planning Relief™ specialist and certified with College Funding Solutions, Inc.  She is a co-founder of Westface Financial and Insurance Services and Westface College Planning. 

She will discuss: 

Real Cost of Attendance – Compare State, UC and Private Colleges

Dispel Myths about Financial Aid Eligibility

Understand the FAFSA and Expected Family Contribution

Tax Advantage Planning versus Aid Advantage Planning

How to Manage College & Retirement

 * * * *

Wine and Hors D'oeuvres Reception at 6 pm

Featured Speaker from 6:30 pm