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 
Office: 413-505-5724
Cell:    413-575-5483
jack.vadnais_freedomcu@cusonet.com

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Freedom Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.