Andrew W. Erisman, CIMA®, Partner’s Post

What better time to consider educational planning than during graduation season? Freestone’s Wealth Planning team prepared a guide on using 529 Plans effectively, highlighting qualified vs. nonqualified expenses. Read more here: https://lnkd.in/grd4fnBa #FinancialPlanning #WhatTrulyMatters

Planning for a child’s education can feel daunting and varies for each family. However, with careful preparation, you can create a strategy that aligns with your financial goals. Join us for our upcoming webinar on college planning,...

Planning for a child’s education can feel daunting and varies for each family. However, with careful preparation, you can create a strategy that aligns with your financial goals. Join us for our upcoming webinar on college planning,...

📣 Upcoming Online Course: Sound financial planning for any eventuality 9.30am – 3pm, 23 September 2024 In the coming months to years, educational institutions both within and outside of our membership will face unprecedented financial challenges. Whatever your approach, we invite you to join this course designed equip you with effective strategies to sure-up whatever fiscal means you have. Who should attend?... Heads, Finance Officers, Bursars, Proprietors, Development Officers and Governors 🎯 Course Objectives: - Identify innovative approaches to increase student enrolment. - Explore diverse avenues for generating additional income. - Discover cost-saving measures that maintain educational quality. 🗺 Key Features: - Viability/feasibility of plans: Assess the effectiveness of various strategies discussed using a takeaway grid. - Peer Learning Environment: Engage in confidential discussions to share experiences and insights. -Action Plan Development: Walk away with a tailored action plan for your school’s unique circumstances. Join us in taking proactive steps towards a sustainable financial future for your school. Click the link below to book your place. #Education  #SchoolLeadership #ProfessionalDevelopment #ActionPlan #Networking

📚💰 Education is an investment, but it doesn't have to break the bank! As your trusted Financial Consultant, I'm here to emphasize a crucial point: Planning ahead is the key to managing education costs effectively. Whether it's for your children's future or your own continued learning, strategic financial planning can make a world of difference. 🎓 Why is this so important? 👉Rising education costs 👉Long-term financial impact 👉Opportunity for better returns on education savings Don't let the future catch you off guard. Let's chat about creating a solid education funding strategy that aligns with your financial goals and secures a brighter future for you and your loved ones. Remember: The best time to plan was yesterday. The second best time is now! Got questions about managing education costs? Drop them below or DM me for personalized advice! 👇🏽📩 #FinancialPlanning #EducationCosts #SecureYourFuture #ChildEducation #SingaporeLiving #FutureInvestment #FinancialConsultant #AscentIslamic #EducationPlanning #FinancialFreedom #SingaporeEducation #EducationSavings #GrowCastShow #Singapore

Investing in your child's education is one of the most important long-term commitments you can make. Starting early with a solid financial plan ensures that you can provide the educational opportunities they deserve. Exploring education savings plans can offer advantages that make it easier to save. Additionally, considering long-term investment options can help grow your savings over time, providing a stable financial foundation. Regularly reviewing your budget and financial goals will keep you on track and prepared for the future. With thoughtful planning, you can secure a bright educational future for your child.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/gQYepn8b.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/ggsRyf4m.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/gNhVdFae.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/ePySBSSJ.