Wealthguide Education Workshop

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Education Planning: Beyond the Basics

You're Invited!


Tuesday, September 19th
 

6:30 — 8:00 pm


DoubleTree
1111 Jefferson Rd.
Rochester, NY 14623

 

RSVP by September 12th

 

For Questions Contact:
tricia@oakwoodaccess.com


Guests are welcome.
 

Refreshments will be served.

 

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The College Search:
Be Prepared and Informed

Learn valuable tips about scholarships, the college financial process, and the importance of a student-centered college search. Most importantly, we will discuss what parents can do to help their children minimize overwhelming student loan debt.

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NEW: NYS “Free Tuition”

The NYS “Free-Tuition” program will provide free tuition to thousands of students in New York State attending public and private colleges. Learn who will be able to take advantage of this opportunity regardless of where they attend and how this impacts the college decision making process.

Guest Speaker: Paul Celuch
College Assistance Plus

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Financial Options and Opportunities

With the cost of higher education rising annually, saving for college is on every parent’s mind. We will cover how to take advantage of
education-related tax incentives such as the American Opportunity Tax Credit and others. Learn more about unique opportunities to save with SAGE Tuition Rewards and Fidelity’s credit card.

Dan Schmitz, AIF®, CLTC
Mike McNaughton, CFP®, CLU®, CLTC, AIF®

OakWood Financial Services
 

Register by September 12th

Wealthguide Education Workshop

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