Lunch & Learn: Education Planning
This presentation by the MITFCUFRS’s Mark Porter, CFP®, CFA® talks about how to start thinking about planning for your children’s education. Mark will provide a basic overview of costs and how to consider how much to pay. He will then discuss the financial aid process and the vehicles available to save for college. Mark will focus on how each of the college savings vehicles fare in fighting the 4 battles in saving for college.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member
. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated. The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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