Hosted by: Laura Hawley Special guest: Dana Hurley

Host
Laura Hawley – CFP®, Vice President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss some back-to-school preparations and ways that you can help your children have a great school year. We also welcome our special guests, Steven Cochran, from Polk County Public Schools, the Senior Director of Workforce Education. Later, we will be speaking on United Way’s ReadingPals Program with Sylvia Palmer, the Program Manager of ReadingPals and also, Christina Criser Jackson, President & CEO of United Way of Central Florida.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult with an appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through LPL Financial, a registered investment adviser, or Allen & Company of Florida, LLC. DBA Allen & Company, a registered investment advisor and affiliate of LPL Financial.

Guests appearing on the show and their respective companies are not affiliated with LPL Financial or Allen & Company.

In this episode we cover:

• Economic Compass (1:55)
• Updates on the progress of Polk County Public Schools with Steve Cochran (5:00)
• We discuss “What is ReadingPals?” with Sylvia (13:25)
• Statistics on Polk County School Board (21:17)
• Skill set for volunteers (24:38)
• Other educational programs by United Way with Christina (26:23)
• Back-to-School preparations (29:55)
• Updates on the 529 Plan (34:09)

Links From the Show:

• 529 Plan
• Allen & Company
• Crystal Lake Community Schools Partnership
• Earning reports
• K-12 Education
• Polk County Public Schools
• Career and Technical Education/Polk County Public Schools
• United Way of Central Florida
• ReadingPals

Connect with:

Laura Hawley – CFP®, Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley

Sylvia Palmer – ReadingPals Project Manager at United Way of Central Florida
LinkedIn – Sylvia Palmer

Christina Criser Jackson – President & CEO of United Way of Central Florida
LinkedIn – Christina Criser Jackson

Steven Cochran – Senior Director of Workforce Education at Polk County Public Schools