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Attend a college planning seminar

Saving & Investing
Attend a college planning seminar

This seminar takes place at 6:00 p.m. on Thursday, March 21, at our Arnold branch. Light refreshments will be served.

There’s no denying the benefits of a college education, especially the advantage it provides when competing in today’s job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That’s why it’s important to start saving now.

In this seminar on college planning, you’ll learn:

  • How much college will cost in the future
  • Tax-advantaged ways to save for college, including 529 plans and Coverdell education savings accounts
  • 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

You’ll also receive a complimentary workbook created just for this presentation. The workbook contains key information, worksheets and questions to help you remember important points about the seminar.

Reserve your spot today

To register, please contact Jenny Remes no later than the day before the seminar by email or at 314.919.1006. Feel free to invite others who could benefit from this seminar; non-members are welcome to attend. Space is limited. There is no cost to attend.

The featured speaker is David Weis, our CFS* financial advisor.

 

*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.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.