Learn how you can help make higher education for a child or grandchild possible, while also taking advantage of estate planning benefits. While the prospect of investing enough money to pay for college may seem daunting, integrating education planning into your overall financial strategy can have its benefits. For both parents and grandparents, the key to developing an education investment strategy is to understand the options available. Join us for an informative seminar where we’ll discuss:
• Education funding options: borrowing versus saving
• Tax-advantaged education planning solutions
Presented by Michael Reyes CRPC and Catherine Portner
Catherine “Cat” Portner is on a mission to ensure that women and girls invest in themselves, their futures and communities. She transforms financial fears into hope and ultimately, joy by delivering holistic strategies with sincere personal attention. She previously owned Portner Brewhouse, a brewery restaurant, inspired by her great-great grandfather’s pre-Prohibition brewery, both located in Alexandria, VA. In 2016, the Alexandria Chamber of Commerce named Catherine a 40 Under 40 business leader. She holds a MBA from Babson College in Wellesley, MA and B.S. in Biology from Boston College. Catherine strives to make time for practicing tai chi, travel and spending time with her 18 month old daughter, Josephine, and fantastic partner, Keiron in Reston, VA.
Michael measures success by the relationships he has with clients and the outcomes they enjoy. His mission is to put their wealth to work, minds at ease and goals within reach. He is celebrating 25 years in financial services. Michael was born in Washington DC and grew up in the Northern Virginia area. He is a former resident and owner in Colonial Village in Arlington. He attended and graduated from Bishop Ireton high school and George Washington University. Michael currently lives in Kingstowne area with his wife and two kids.
THIS EVENT IS ON ZOOM. LINK IS IN CONFIRMATION EMAIL.