College Planning Essentials

September 15, 2026

College costs continue to rise, and many families are unprepared for the financial realities of higher education. Please join Kyle Morrissey, CFP®, Advisor, for a timely webinar exploring how families can prepare for future education costs with smarter saving and investing strategies.

Key concepts include:

  • Why early planning matters
  • How 529 plans can provide tax advantages and flexibility
  • Common college funding mistakes to avoid
  • How financial aid really works
  • Strategies to reduce reliance on student loans
  • Practical steps to help achieve your education savings goals