When

Monday, May 22, 2017 from 6:00 PM to 8:00 PM EDT
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Where

Modera Wealth Management, LLC 
56 Jefferson Avenue
Westwood, NJ 07675
 

 
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Contact

Anna Lui 
Modera Wealth Management, LLC 
201-768-4600 
annal@moderawealth.com 

Modera Presents: Are You Ready for College? 

COMMUNITY EDUCATIONAL SEMINAR

We invite all parents to join us for an interactive workshop: "Are you ready for college"?

Part 1:  “Navigating the College Process," featuring Deb Shames, Patty Barlow, and Jen Ferentz, College Admissions Consultants -  6:00 to 7:00 p.m.

Come and discover key issues to think about when navigating the college admission process including how to visit a college, standardized testing strategies and timing, how to find “the best fit colleges” for your student, how to approach college essays, and where to find merit scholarships.  Learn when to get started and the timeline to follow to maximize success.   Parents of rising 9th, 10th, 11th and 12th graders can benefit from this informative session.

Part 2:  “Optimizing College Funding,” featuring Lisa Mallia, Financial Advisor at Modera Wealth Management, LLC - 7:00 to 8:00 p.m.

What’s your plan to pay for college? Are you aware of the strategic alternatives, including the various tax-advantaged ways to save?  What are various vehicles optimal for college savings? Learn more about 529 plans, UTMAs and financial aid. It’s never too early or too late to formulate and implement your plan.

There is no cost to attend.  Limited Capacity, RSVP required by May 15, 2017

Featured Speakers include:

Deb Shames, Patty Barlow, and Jen Ferentz - College Coach Deb and Associates (CCDA) is based in Northern New Jersey.  Since 2003, this company has been providing independent college counseling assistance to families. With a combined 50+ years of experience between them, the CCDA team has helped hundreds of families navigate the intricacies and challenges of the college process while taking the stress out of this inherently stressful process. As Certified School Counselors who have worked at various high schools in our area, they have worked with students with a variety of abilities and educational goals.  The CCDA team keeps current with college admission trends by visiting dozens of colleges each year, attending professional development conferences and regularly conversing with college reps and other counselors. http://www.collegecoachdeb.com/about.shtml

Lisa A. Mallia, CFP - Lisa is a Financial Advisor at Modera Wealth Management, LLC. Lisa has experience working in all areas of financial planning, including college planning, retirement planning, estate planning, tax planning and risk management.   Prior to joining Modera, Lisa had worked as a member of the wealth management team at a large advisory firm.  Lisa earned a bachelor’s degree, summa cum laude, in accounting, from the University of Rhode Island and a master of business administration from Fordham University.  http://www.moderawealth.com

Modera is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. Modera is not affiliated in any way with Coach Deb and Associates, Deborah Shames or their related entities. The opinions and views expressed by the speakers who are not Modera employees do not necessarily represent those of Modera. While such third parties are deemed to be reliable, Modera makes no representations as to the accuracy of any information presented by a third party. Any views and opinions expressed at the event do not, and are not intended to constitute, personalized advice on investing, legal or other matters. For information pertaining to our registration status, fees and services, please contact us using the contact information above or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) for a copy of our disclosure statement set forth our on Form ADV. Please read the disclosure statement carefully before you invest or send money.