* Life Smart - Tax Smart Speaker Series *
Thursday November 10, 2011 from 6:00 PM to 7:30 PM PST
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Linda Peterson
Henry C. Levy & Company
linda@hanklevycpa.com
510-652-1000 x 301
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