Thank you HBEF BenefactorUse WFH for 15% off Thank you HBEF Benefactor Thank you HBEF Platinum Business Sponsor Thank you HBEF Platinum Business Sponsor Thank you HBEF Platinum Sponsor Thank you HBEF Platinum Business Sponsor Thank you HBEF Platinum Sponsor Thank you HBEF Platinum Sponsor Thank you HBEF Gold Business Sponsor Thank You HBEF Gold Business Sponsor Thank You HBEF Gold Sponsor
Previous Item Next Item

Ed. Funding & Investment Plan

$155

Description of the Item:

Register or sign in to buy or bid on this item. Sign in and register buttons are in next section

Want to purchase this item?

REGISTER NOW

Already have an account?

0 Watchers

1

Develop a savings and investment plan to meet the college funding needs for your amazing kids. Initial meeting to understand the potential educational needs, budget and resources of the family. Overview of the financial aid landscape and how college funding has changed in the last 30 years. Full plan development by Hermosa Advisors. Presentation meeting where we describe options and a recommended plan that includes types of investments, time/return as well as tax advantaged options. 30 days of optional implementation support as you put your plan into place.

Expires 3/31/2021

Donated By David Pedersen / Hermosa Advisors