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College Planning Workshop, by Investment Solutions through CFS - Daniel Isl...

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211 River Landing Drive, Suite C, Daniel Island, SC 29492

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There's no denying the benefits of a college education, especially the ability to compete in today's competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That's why it's so important to start saving now.

In this workshop on saving for a college education, you'll learn:

  • How much college will cost in the future

  • Tax-advantaged ways to save for college, including 529 plans, Coverdell education savings accounts, custodial accounts and U.S. savings bonds

  • The role of financial aid, including how need is determined and how assets are classified for federal aid purposes

  • Other ways to fill the college funding gap



Disclosure Information -- Important -- Please Review

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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211 River Landing Drive, Suite C, Daniel Island, SC 29492

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