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Financial Literacy Workshop with SOFA: College Planning, 529 Plans and FAFSA Planning
Saturday, December 13, 2014
10:00 AM-12:00 PM
Cost: Free and Open to All
Providence Public Library
150 Empire Street
Providence, RI 02903
Meeting Room (3rd Floor)
Sat, 2014-12-13 10:00 - 12:00
College Planning, 529 Plans, and FAFSA Planning
-529 plans and some other choices
-529 and FAFSA planning…things to know
-Planning early means you must be completed by the end of your childs Junior HS year(your tax returns that is)
-To pay off, refinance, or take out a Home Equity Loan…traps, pitfalls, benefits
-401k plans…the underused available tool and how to strengthen its use
-The financial aid offer and how to counter it
-Who should go into debt and why? You or your child?
-FAFSA…try some test runs, now…amazing how motivating this can be.
What is The Society for Financial Awareness?
The Society for Financial Awareness is a 501(c)(3) Non Profit Public Benefit Corporation. Our mission is to provide financial education across America, one community at a time.
We are comprised of professionals from throughout the nation, with varying specialties. These professionals, and the independent businesses they operate, provide valuable services to their communities. One of the ways they do that is through informational workshops and seminars that are presented to individuals, companies, and organizations. These events are designed to help them both understand and address a variety of financial topics and concerns.
Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners.
Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.