Education Planning: Financial Management Virtual Workshop

Are you planning for your child’s future education but unsure where to start? Join us for an exclusive financial seminar designed specifically to help you navigate the complexities of education planning on Wed. July 16, 12:30 p.m. on Teams.

Our Merrill Lynch financial advisors return to cover essential topics like:

• Understanding the costs of higher education and how to estimate future expenses
• Exploring different education savings options such as 529 plans, Coverdell ESAs, and other investment vehicles
• Maximizing tax advantages and benefits available to Kaiser Permanente employees
• Strategies to balance education savings with other financial goals like retirement planning
• Tips on financial aid, scholarships, and loan management

For information, review these handouts:

1. Education Planning Vehicles
2. 529 Saving Brochure 

For attending you will earn 4 Wellness University credits. View our events calendar to learn more about all our Wellness University events, offerings and workshops. Explore our many resources on Wellness University’s Programs & Resources page.

When: Wed., July 16, 12:30 p.m.

Where: Teams