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A&I Wealth Management hosts a College Invest Lunch and Learn - Aug 2025

A&I Wealth Management welcomes College Invest to our August 2025 Lunch and Learn session. Note there are a couple of sound issues during the first few minutes but it does ...clear up through the presentation. Worth the quick forward as there is some great info in here!

Are you wondering how to start saving and investing for college the smart way? In this Lunch & Learn session, we break down college investing strategies, 529 plans, financial aid considerations, and the steps families can take today to prepare for future education costs .

You’ll learn:

The difference between 529 plans, Coverdell ESAs, and custodial accounts.

How to balance college savings with retirement planning.

Key tax advantages and financial aid impacts.

Practical tips for parents, grandparents, and students .

Whether you’re just getting started or fine-tuning your plan, this session offers clear guidance to help you invest confidently for education.

Don’t forget to like, subscribe, and share if you found this helpful!
Have questions? Contact A&I Wealth Management:
https://assetsandincome.com/about-us/contact/


Investment advisory services offered through A & I Financial Services LLC, dba A&I Wealth Management, a registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

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