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529 Day

May 29

This day is devoted to building awareness of the 529 college savings plans that are available in all US states.

There are tax and other benefits associated with these unique accounts designed to help families save and pay for college.

You can contact Avea Financial Planning if you would like help in knowing more about these savings plans.

 

 

 

Details

Date:
May 29

Organizer

Angela Furubotten-LaRosee, CFP with Avea Financial Planning

Venue

Avea Financial Planning
723 The Parkway
Richland, WA 99352-4254 United States
+ Google Map
Phone:
509-366-0032

Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a registered investment advisor in the State of Washington. The advisor may not transact business in states where she is not appropriately registered, excluded or exempted from registration. Individualized responses of personalized investment advice for compensation will not be made without registration or exemption.

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3 days ago

Avea Financial Planning, LLC

Thank you Hannah, Dani, Lynn, Maddie, AnaLaura, & Debbie for coming to my Women's Circle, to have great conversations around money. (I always forget to take photos so missed Hannah and AnaLaura...)

Here's some of what we talked about:
How should I invest my 401k?
What kind of allocation is right for me?
I own my home outright but my property taxes are killing me! What do I do?
Our family business has lots of expenses and doesn't show a profit. Is that good? or bad?

A couple of books we passed around:
You Need A Budget by Jesse Mecham
Set For Life by Scott Trench
Rich Dad Poor Dad by Robert Kiyosaki

I've got March 9th, 2020 on the calendar for our next circle.
Join us!
...

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    January 16, 2020 @ 5:45 pm - 6:45 pm PST
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