Balancing Act: College & Retirement Savings

Many parents worry that they may have to sacrifice retirement contributions to be able to send their kids to college. But is that really the case? Senior Financial Planner Al Davis will lead a free, informational webinar exploring that question plus:

• How to manage college savings along with other financial priorities – saving for retirement, family vacations, paying off debt?
• Should you plan to save the full amount of expected college expenses for your children?
• Are there ways to save that are flexible for college or retirement, depending on what you need and when?
• Should you consider equity in your home as a source of funding for college?
• Is student loan debt bad?

About the Presenter

Al Davis is a CERIFIED FINANCIAL PLANNING TM professional providing comprehensive support for clients across their financial lives from college and retirement to taxes and estate planning since 2010. Al left commercial banking to found Davis Financial Planning out of a desire to provide a more complete, transparent, and flexible approach to helping everyday people achieve their financial dreams. He is an Enrolled Agent with the IRS allowing him to communicate with the agency on behalf of his clients. Al is known for his passion for the impact financial planning can have on people’s lives and his commitment to the Asheville community at large.

About Davis Financial Planning

Davis Financial Planning is a fee-only financial planning firm based in beautiful downtown Asheville. We love seeing our clients discover what’s possible for themselves and their family through the financial planning process. We offer professional, independent, and objective tax and financial planning services without bias from outside compensation. We do not receive or accept commissions, referral fees, or third-party incentives.