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Navigating the Road to College

Our second video on preparing for college features Brian P. O'Connor from Putnam Investments on the critical need for financial planning of your child's college education.  Brian has had a long career in financial planning and is a great partner with us at Balanced Financial Concepts.  

If you have questions on getting started or updating your plan call the office to schedule a review.

You can also learn more about financial planning topics at our RESOURCE CENTER or VIDEO LIBRARY

Disclosure:  Brian P. O'Connor is not affiliated nor registered with Cetera.