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Financial Planning » College Planning

College Planning

Saving money to plan for a child's higher education is one of the most challenging of today's financial tasks. Fortunately, we can offer great assistance in helping you plan.

A child born today can expect to pay several hundred thousand dollars in college tuition eighteen years from now. If you plan on helping your child with that enormous cost, the sooner you begin planning the better positioned you'll be to help out as much as possible.

Luckily, there is a fairly new product that can go a long way toward paying for college tuition and other costs associated with college — a 529 college savings plan.

How To Get Started You may call our MEMBERS Financial Services Coordinator at your local number or 800-822-0382, ext. 2450 or email us to make an appointment with a financial advisor.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

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