Each session will be customized to your needs, and can include:
- Discussion on the cost of education today vs. the cost of future education
- Overview of the types of Education Accounts available
- Evaluation of your budget
- Evaluation of your risk tolerance
- Recommendations for your education planning strategy
So if you’d like an evaluation of your current plan, or have not yet started to plan, you can benefit from our free education planning session with LPL Financial Advisor Shari Hopkins.