Event Details

Smarter You Series - How to Plan for College Without Going Broke

Date: June 24, 2022

Time: 12:30pm-1:30pm

As important as higher education is, we want to help you and your kids make informed choices. Our amazing financial planner, Claire Baggao, is happy to help steer you in the right direction. A mother of three herself, she is right there in the trenches with you!

Claire will discuss key changes to the federal student aid process, how need-based aid is calculated, and how to navigate the most common student loan programs when that aid just isn't enough. If you’re wondering how to cover college expenses, beyond personal savings and 529 plans, this hour is for you.

To join the video conference please use the following link: https://us02web.zoom.us/j/415 2153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.