College Savings Planning Workshop
Saturday, October 26 from 10 am – 11 am
Learn about your options to help pay for education expenses.
For the 2022-23 school year, the College Board reported that the total cost to attend a public four-year in-state college averaged $27,940.
Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education. This presentation will cover these topics, as well as:
▪ Section 529 plans
▪ Coverdell accounts
▪ U.S. Savings Bonds
▪ UGMA and UTMA accounts
This workshop will also cover tax credits for education expenses, federal and state student aid programs, and student loan debt and repayment options.
Workshop Details
Cost: FREE for Members
When: Saturday, October 26 from 10 am – 11 am
Where: Moiliili Branch Community Room
How to Register: Fill out the form below.
Complete the form below to register for the workshop
Financial Consultant Grant Hashiba, CFP®
QUICK FACTS
Grant Hashiba is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning and risk management. Grant has worked in the financial services industry since 2000 and is well versed in government benefit plans as well as the retirement saving plans of Federal and State of Hawaii employees (TSP and Island Savings Plan). After graduating from the University of Hawaii at Manoa with a Bachelor of Education degree, Grant spent several years as an educator on Oahu and Maui. His eventual career change and foundation in teaching helps him educate his clients about financial concepts.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. HOCU and Island Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Island Wealth Management, and may also be employees of HOCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HOCU or Island Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
This material was prepared by LPL Financial and created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this
educational material.
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