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Invictus Academy of Richmond Middle School
Topic
Invictus Academy of Richmond Middle School Presents: College Already?! Save Smarter NOW to Reduce Costs Later
Time
Wednesday, May 7, 2025, 9:00 AM (Pacific)
Description

For parents of PreK - 8th graders:

If you dream of sending your children to college and hope to enjoy your retirement down the road, planning properly is vital.  HOW you save now can dramatically impact not only HOW MUCH you pay for college later, but your own long-term financial health, too.

This is such an important subject, we’ve brought in SMARTTRACK®, non-profit educators and the nation’s leading experts in college funding planning. 

Reserve your spot and attend this critical webinar for parents with kids aged 0-14 about college savings and funding options that can help make higher education far more affordable.  

We’ll cover:  

  • Saving enough to send all your kids to college takes time but isn’t insurmountable if you start early and save in the smartest, most flexible and strategic ways
  • Why 529s are often not the right answer
  • Surprising things you can do now to set yourself up favorably for when colleges and universities eventually assess your financial profile     
  • Popular savings strategies that can actually disqualify you from future scholarships, grants and financial aid
  • Learn why families who prepare strategically years in advance can reduce out-of-pocket costs - regardless of income or assets – often by tens of thousands of dollars per year


Speaker

Sam Mikhail, CEO, CCFS®

An Association of Certified College Funding Specialists Master Trainer, Sam is SMARTTRACK’s co-founder and CEO. He is a licensed financial professional with over 25 years of audit, tax and higher-education funding. Sam delivers strategic guidance that spans business structure, asset protection, tax optimization, estate planning, and lifespan planning.

Scott Greenameyer, CPA*, CCFS®

Also an Association of Certified College Funding Specialists Master Trainer, Scott is SMARTTRACK’s co-founder. He has spent his entire career in the financial arena, first as a practicing CPA, a corporate Chief Financial Officer, and for the past two decades as a College Funding and licensed Investment Advisor.

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