Call Us 866-784-9550

Children Playing

Educational Funding

With the rising cost of education, proper planning for your child’s education expenses should begin as soon as possible. Our free Education Planning Sessions are a great way for you to explore the options available when saving for your children’s education.

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.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank and Bankers’ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers’ Wealth Management, and may also be employees of Bankers’ Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers’ Bank or Bankers’ Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value