March 15 2017 College Savings Seminar: Planning and Paying for it

Sending a child to university is one of the largest big-ticket financial goals for many families.  A 4-year degree at a top college can easily cost over US$200,000 / HK$1,500,000 per child, and this cost has been rising far faster than the overall rate of inflation.

Hong Kong based CERTIFIED FINANCIAL PLANNERCM Professional Tariq Dennison of GFM Asset Management presents this casual seminar on some important topics to consider when planning to pay for university expenses, including:

* How saving and investing for college is different than for retirement

* Numbers on college costs and how they’ve been rising

* How 529 plans work and why most US taxpayer parents should consider them (I like using this Vanguard reference)

* Basics of student loans, financial aid, scholarships and other ways to pay

Soft drinks will be served, and there will be time for Q&A.  Seats are limited, so please confirm your registration soon!

P.S. Yes, that is a photo of me from my junior year of college back when I had hair

RSVP with this Eventbrite link .

If you can’t make this event, but would like to discuss college savings over the phone another time, please feel free to contact me with the below contact form:

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