PODCAST CE EPISODE 44: How to Plan for Your Child’s Education Without Breaking the Bank

286: Interview with Certified Financial Planner & Financial Advisor at Dentist Advisors, Victoria Ferguson

Released on: October 11, 2024

0.5 CE Credit

AGD PACE Subject Code: 770 – Self Improvement

Course Description: This week’s podcast features an insightful conversation with Victoria Ferguson, a certified financial planner at Dentist Advisors. She dives into key financial strategies for families, focusing on smart ways to save for children’s education through 529 plans and the advantages of minor Roth IRAs. Victoria also explores the delicate balance between prioritizing your children’s financial future and securing your own retirement, emphasizing that financial planning is never one-size-fits-all.

Learning Objectives:

1. Understand the impact of rising college tuition costs and the importance of comprehensive financial planning for children’s education.
2. Learn the key features of 529 college savings plans, including tax advantages, flexibility, and considerations for fund usage.
3. Explore Roth IRAs for minors as an additional savings option, with a focus on tax-free growth and contribution accessibility.
4. Learn how to navigate the delicate balance between prioritizing your children’s financial future and securing your own retirement.

Course Expiration: October 11, 2027

Cancellation/Refund Policy: There are no refunds given for this event