Color Logo                          * Life Smart - Tax Smart Speaker Series *

When

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

Add to my calendar 

 

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 
linda@hanklevycpa.com 
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