Education can be one of the most important investments in a child’s future and also one of life’s biggest purchases. And yet, deciding how to save for a child’s education and creating the right plan for your family can be overwhelming!
That’s why we’ve invited Morgan Newman, Director – Investments at Oppenheimer & Co. Inc. (and fellow PSP!) to lead us in an engaging webinar that will cover:
The rising cost of higher of education & what to expect
Understanding and comparing education savings accounts
The difference between the NY Advisor 529 & NY Saves 529
This presentation will not be discussing financial aid, expected family contribution, or FAFSA.
FAQ: please read
- This webinar will be recorded. To receive the recording, register for the webinar.
- The link to the webinar will be emailed to you the day before or the day of the webinar.
- If you have questions, please reach out to email@example.com.
Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office and one half of the Newman Group, a mother-daughter team of financial advisors. Following the mantra “Live for Today, Save for Tomorrow, Invest for the Future,” Morgan helps her clients identity their life goals & values and make a financial plan to achieve them. As a mom, a wife, a daughter, a sister and a friend, she understands the many roles & responsibilities we have and uses her experience to serve as her clients’ teacher, cheerleader and accountability partner.
Morgan runs the Women and Wealth at Work program for the Newman Group, a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan has presented to Fortune 500 companies, networking organizations and trade associations, reaching thousands of women at various points in their personal and professional lives.
Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband and young son.