A well-planned retirement involves well-thought out contributions. In this workshop, learn more about IRA and 401(k) eligibility and deductibility rules, as well as conversion and contribution strategies.
Saturday, April 29
College Selection and Financial Aid Counseling
Navigate your way through the maze that is college planning, and be all set for the first day of class!
- SAT/ACT, PSAT tutoring
- College selection process, scholarship search, and financial aid counseling
- Career guidance
- Private and professional school entrance exam tutoring
Sam Alfonsi – Founder and Director of College Bound, Sam Alfonsi has worked for the Marple Newtown schools and was consultant to the Federal Government’s Keys to Learning Program. His opinion pieces on educational issues have appeared in major news publications, including the New York Times, Washington Post, and Philadelphia Inquirer. Sam is often on the lecture circuit throughout the country, speaking to educational organizations, training teachers, college campus lectures, and professional societies.
Sam Alfonsi, Jr. – Sam Jr. attended the University of Maryland and Temple University for business management. He’s also studied at West Chester University in Educational Counseling. Sam’s approach to maximizing learning potentials emphasizes on diagnosing the need, developing a plan of action, and implementing it in a very personalized manner.
Monday, May 8
More Car. Less Cash.
A step-by-step guide to auto-buying aimed at helping you navigate the twists and turns of the car-buying experience and drive the conversation, on your terms.
- Wants versus needs
- Research and options
- Negotiating tips
- Financing and close
Thursday, May 18
College Planning: Saving for Future College Expenses
College education is expensive. Find out the cost associated with and ways to save and finance for college education in the 21st century.
Saturday, May 27