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. 
 

 
 

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 VIRTUAL MEETING 

Topic:
   

College Funding: Tips, Tricks & Tax Loopholes

Speaker(s):
Elaine Webb, EA, CFP, President
Elaine Webb Financial

Roundtable Panelists:
Evelyn Estrada, Recent Graduate, Sacramento State
Financial Planning Program
&
A Representative from the Sacramento State
Financial Wellness Program

______________________ 

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. 

To also encourage students to attend this session, we are offering FREE registration! (Please help to spread the word.)

* This topic has been approved by the CFP Board for 1.0 hour of CE credit.
___________________________________

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.
     


Thank You to Our Meeting Strategic Partner!
                                                   
                                                         

Local Representative: Johnny Sommese
Phone Number: (628) 333-9906
Email: johnny.sommese@lpl.com 
Website: www.lpl.com
Description: Independent Broker/Dealer