Financial Wellness Education

Saving for Higher Education and Student Debt Management: Planning Strategies, Savings Vehicles, and Student Debt

Employees participating in their company sponsored 401(k) / 403(b) retirement programs.

Tuition inflation has left parents and students with a tall task to plan and save for higher education. This session will discuss the current climate, illustrate how to prioritize education savings goals in your household, and discuss various savings/investment accounts to achieve your goals.

Equally important, student loans have saddled parents and students with an unprecedented financial burden. In this session you will learn a framework how to evaluate your student debt situation and develop a plan to pay your debt down while succeeding in other areas of your financial situation.  


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Chris Burke
Senior Consultant
Retirement Plan Consulting
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