Education brings clarity and purpose.
Purpose drives action and behavior
An opportunity to discover what investing is, how it works, and how it can fulfill your life purpose. This 2-day event will transform the way you think about money. Add “Learn more” and when you click on this it should move you to the American dream page.
The Time to Start Planning for College Is NOW
What you do now can change what you pay later.
Join Monica Felton, MBA, CFP®, for an informative and eye-opening session designed to help families better understand the financial side of college planning.
College planning isn’t just about saving. It’s about knowing the rules, making smarter decisions, and avoiding costly mistakes.
Parents will learn why the sticker price is rarely what families actually pay, how income and assets can impact college costs, why college selection matters financially, and strategies for paying for college without sacrificing retirement.
Plan early. Choose smarter. Pay less.
Certified Financial Planner - CFP®
Master of business Administration – MBA
Entrepreneur
Financial Coach
Monica Felton is an Investment Adviser and Certified Financial Planner. This website does not represent an offer of or a solicitation for Advisory Services in any state. The content of this website is provided for educational and informational purposes only and does not constitute individualized investment advice. Advisory services can only be provided to clients who acknowledge and sign an advisory Agreement, receive the required disclosures, and has the Advisory Agreement countersigned by the Advisor.
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