The 2-Topic Seminar: College Planning & HSAs-Why & How?‍ ‍ Group Seminar or Personalized Conversation

• College is expensive. How people grow funds to meet the need.

• Is there a flexible strategy that doesn’t have tax penalties if my kid chooses not to attend college?

• What can I do with unused Educational Savings account funds?

• What is meant by “Triple Tax Advantages”?

• Who is the dominant provider for individuals?

• Is this something that I can set up myself?