Next Meeting on Aug 18 – Paying for College: Options and Strategies

Richard — Fri, 23 Jul 2010 19:00:24 +0000

Welcome to the Newton Retirement Planning Club. Please Visit NRPC @ Google Group, Yahoo Group, LinkedIn Group, Website and Blog for More Info.

Paying for College: Options and Strategies

7:00 pm, Wed. Aug 18, Druker Auditorium

Club members and the public are welcome to the regular meetings held on the 3rd Wednesday of every month starting at 7 pm in the Drucker Auditorium of the Newton Library on 330 Homer Street, Newton, MA 02459.

Topic: Paying for College: Options and Strategies

Abstract: On average, college graduates with a bachelor’s degree earn 62% more per year than high school graduates. Clearly, one of the best investments you can make for your children is an investment in their educational future. College costs continue to rise, but through regular saving and proper investing, you can help a child realize his or her goals. We will discuss 529 plans, UTMA/UGMA, Coverdell ESA, Municipal Zero-coupon bonds, Series E and EE US saving bonds, Financial Aid, and etc.

Presented by: Mr. Richard Suder, CFA, CFP^®, ChFC, CLU, CRPS, AAMS

Richard is the new coordinator of Newton Retirement Planning Club. He is an experienced independent financial advisor. He holds various prestigious professional designations including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and etc. He is currently President of Auri Elan Financial Group in Newton.

You can reach me at 617-276-6458 or email if you have question. Thank you.

Richard Suder

Coordinator of Newton Retirement Planning Club

Welcome to Innovestive Club of America!

Richard — Fri, 23 Jul 2010 02:43:06 +0000

You work hard for your money. It does not make sense for your money to sit in a “Certificate of Depreciation” or even go backwards in value. You have came to the right place to learn how to let your money work even harder for you.

We could discuss various investments such as stocks, bonds, mutual funds, ETFs, UITs, REIT, MLPs, Hedge Funds, Fund of Funds, Annuities, and etc. Please fell free to share innovative investment ideas and strategies. However, any attempt to promote certain securities such as penny stocks to benefit any person or company, any scheme to “pump and dump”, and any other suspicious activities will be strictly prohibited. Your post will be deleted and your membership terminated.

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Please visit www.innovestive.com for more information.

Thank you for your support, cooperation, and active participation.

Innovestive Club of America