Live with MainStreet – EP 27 – Funding Education

funding education

Live with MainStreet

Live with MainStreet – EP 27 – Funding Education

In the August 2018 episode of Live with MainStreet, Anna and Liz answer client questions on funding education. They’ll discuss:

  • 529 plans: the best plans out there, including a review of fee structures and investment options
  • What’s an appropriate amount to save depending on college choices
  • How early should you start saving
  • How the new Tax Cut and Jobs Act passed in 2017 changed funding education options to include private school options before college


Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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