Saving for Education

Checklists and worksheets

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Tallying up the costs  PDF document

Get prepared by estimating the potential costs of your child’s education goals.

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Financial priority planner PDF document

Determine where education saving fits into your overall financial plan.

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Annual review checklist  PDF document

Review topics for discussion and the documents you’ll need for your annual advisor review.

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Developing your payment strategy  PDF document

Plan how you’ll pay for higher education – without disrupting your overall financial plan.