Education Planning Night – February 28

All Saints PTO, in partnership with Prudential, will present an Education Planning Night on Thursday, February 28 from 7:00-8:30 PM in the Parish Activity Center. This is a great opportunity to address the challenges that families face when saving for education, the pros and cons of various payment strategies, how to best position yourself for financial aid, and how to reduce your tuition costs by having a coordinated tax deduction strategy.

Topics include:

  • What challenges most families face when paying for a private school education and college.
  • Pros and cons of Virginia Invest 529 and who should own them/best practices.
  • Pros and cons of Virginia PrePaid 529.
  • Best way to structure payments and assets for the FAFSA application and other best practices.
  • How to use old savimgs bonds to take advantage of the deduction for education expenses.
  • What tax credits may be available to you.
  • How to structure your payments for private school and college to save 5-20% off tuition.
  • Coverdell ESAs and what to do if you have one.

Featured Speakers:

Jacqui Hansen, Certified Financial Planner
Financial Planner – Prudential Advisors

Christopher McAllister, Certified Financisl Planner
Financial Planner – Prudential Advisors

Please plan to join us for an informative evening on Education Planning on Thursday, February 28!

Education Planning Night Flyer