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BACK TO SCHOOL – 2017 PART 1

by: LAURA HAWLEY guest: Dana Hurley July 19, 2017
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Back to School – 2017 Part 1

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

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

Guest
Dr. Martie L. Gillen – Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida.

Matthew Cantrall – Owner of Century Signs, member of Lakeland Club Kiwanis Clubs

In this episode, we discuss how to prepare as a family for Back To School, refreshing your Financial Skills, sharpening your financial pencil, and all the “what if’s” for heading back to school. We will also share some great tips for Back to School whether it’s preparing for College or heading to grade school. We also welcome special guest Dr. Martie L. Gillen, Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida to discuss Finances and the Family.

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In this episode we cover:

  • Economic Compass (2:23)
  • Preparing and Saving for your child’s college education (7:00)
  • Benefits of the College 529 Savings Plan (8:25)
  • Advantages of an UTMA (University Transfer to Minor) account as you save for your child’s College Education (11:14)
  • Welcome special guest Dr. Martie L. Gillen, Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida to discuss the Financial side of school among many other topics (12:38)
  • How and when to start teaching your child about budgeting (17:03)
  • The Family role in preparing children for Back to School (19:37)
  • Emotional and Financial Preparations for children and back to school (21:40)
  • Visit with Matthew Cantrall – Owner of Century Signs, member of Lakeland Club Kiwanis Clubs to discuss Stuff the Bus (28:15)
  • The mental and emotional side of going back to school (34:33)

Tweetable Topics:

We keep saying over, and over again that earnings reports drive markets. – Dana Hurley, Financial Advisor at Allen & Company

It’s very different if you’re a younger investor who is saving for 10, 20, 30 years down the road for retirement verses someone who is getting ready for retirement. – Dana Hurley, Financial Advisor at Allen & Company

Back to School touches directly nearly 25% of all US household and accounts for 50% of related spending for the year. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

75.7 million Kids will be heading back to school. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Connect with:

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

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

Dr. Martie L. Gillen – Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida.
University of Florida – Dr. Martie L. Gillen

Matthew Cantrall – Owner of Century Signs, member of Lakeland Club Kiwanis Clubs
LinkedIn – Matthew Cantrall

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...