Education Planning
Available through CUSO Financial Services, L.P.
Whether they want to grow up and to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams as best we can.
Help your children and grandchildren by:
Discussing the different plans available and uncovering what’s best for your family:
- 529 Plans
- Coverdell Education Savings Accounts
- UGMA & UTMA Custodial Accounts for Minors
Getting answers to the questions asked by Grandparents:
- Will Medicaid count my Grandchild’s 529 plans as a part of my assets?
- Can I access the money in the event of an emergency?
- Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?
Call Jack Vadnais, CFP® to set up your appointment today.
Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union
(413)750-5724 office
(413)575-5483 cell
jack.vadnais_freedomcu@cusonet.com
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, investments not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC)
