There’s no denying the benefits of an education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it?

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can. This journey begins with savings.

At Truliant Financial Advisors, our CFS* Financial Advisors, available through CUSO Financial Services, L.P.,* can help you create an impact that can last generations.

During this process, we will:

1. Discuss the different education savings plans available, along with the associated costs and benefits for each one, including:
   
   • 529 Plans
   • Coverdell Education Savings Accounts
   • UGMA & UTMA Custodial Accounts for Minors
     
     
2. Answer frequently asked questions such as:
   
   • Can a 529 plan affect my grandchild's chance of receiving Financial Aid?
   • Can I access the money in the event of an emergency?
   • Will Medicaid count my grandchild's 529 plan as a part of my assets?
     

To learn more about saving for education, contact us today to schedule an appointment.