Sue Freeman, Kara Marquez and Dan Callan will be hosting the event at Las Flores Middle School. Sue is a college consultant with Alma Matters Educational Consulting in Ladera Ranch. Kara Marquez and Dan Callan run a wealth management practice in Ladera Ranch called Nautilus Advisors.
Together, Kara and Dan hold credentials such as the CFP® certification and MBA. Part 1 of the presentation will identify specific steps that families can take in their child’s early teen years to prepare for a successful college experience. Part 2 of the presentation will highlight various vehicles available for college savings, and the importance of considering educational costs as one part of a comprehensive financial plan. Presenters will be available following the event to answer any questions.