Wolcott Library

469 Bound Line Road, Wolcott, CT 06716

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No Charge to Attend!

“A leading educational resource for those nearing retirement”

Attend this seminar and learn about:

  • How to navigate the confusion caused by the recent FAFSA deadline changes

  • How the U.S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration

  • How to lower your "out-of-pocket" costs and get the maximum amount of financial aid from each school

  • How to increase your college-related tax deductions and tax credits

  • How families are reducing the cost of college in the current economy

“A leading educational resource for those nearing retirement”

College costs are generally increasing at a faster rate than general inflation.

Source: College Board, 2017

One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task.

You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.

Join us at the Wolcott Library for an informational seminar covering College Planning strategies on June 7 from 6:30 PM - 7:30 PM or June 15 from 6:30 PM - 7:30 PM.

When you attend the workshop, you will receive a full-color, 20-page workbook on college funding. This resource contains essential information, exercises and questions that are designed to help you make sound decisions about saving for a college education. Perhaps best of all, you'll be eligible for a complimentary consultation.

Sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any College Planning 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither College Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF or the variable annuity contract and the underlying investment options, is available from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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