Past Events

Investing in Your Children - A Guide to the College Planning Process

  • Greg Aest & Brian Van Houten, CRPC®, Financial Advisors
  • Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

“Education is the most powerful weapon which you can use to change the world.”

--Nelson Mandela

With college costs rising at a rate double that of inflation, many kids end up buried in student loans.

Join us as we look at the benefits of planning ahead.

  • Tax shelters- 529, Trusts, GET, Education IRAs, Roth IRAs
  • Expected Family Contribution- how to qualify for more aid
  • Shelteringassets and income
  • “Non-Needs Based” Financial Aid- sources not dependent on your financial status
  • “Needs Based” Financial Aid including new tax credits
  • Often Missed Sources- Running Start, WUE, Work Study, OneClass

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved. 2824649ACMR1219