Strategies for Tax-Efficient Education Funding

 

Our latest webinar explores tax-efficient education funding to help keep more of your money working for you. Whether you’re saving for a child, grandchild, or even going back to school yourself, understanding how to navigate the tax code can help you make the most of every dollar. This session will cover:

  • The best tax-advantaged accounts for education planning
  • How to avoid common investing mistakes when funding college
  • How the OBBBA effects education planning
  • Real-world examples and planning tips for families

Whether you’re a parent, grandparent, or simply planning ahead, this webinar will equip you with smart, tax-efficient strategies to help fund education with confidence.

Webinar Speakers

Mitchell Crowder, CFP®, Advisor

Mitchell Crowder, CFP®

Financial Advisor
Mitchell Crowder, CFP®, joined WealthCrossing in 2019 and supports the firm’s senior advisors in delivering comprehensive financial planning to high-net-worth clients. A Richmond native and Virginia Tech graduate, Mitchell previously worked at Davenport & Company, assisting advisors on municipal finance for state and local governments.
Dean Williams, CPA, CFP®, Partner and Senior Advisor

Dean Williams, CPA, CFP®

Partner and Senior Financial Advisor
Dean joined WealthCrossing in 2018 and has over 15 years of industry experience. He was drawn to the firm because of its team-oriented client service model and integrated approach to wealth management. Dean specializes in integrated tax and wealth planning for individuals and families.
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