Julie Lalwani
Senior Financial Advisor with Edward Jones,
Certified Financial Planner,
Certified Retirement Planning Counselor
Julie Lalwani, is a Senior Financial Advisor with Edward Jones. She is a Certified Financial Planner as well as a Certified Retirement Planning Counselor. In her practice, she specializes in retirement and tax investment planning for individuals and businesses. Her family originates from Rajasthan and settled near the Chicago area. Currently she has her practice based in Phoenix, AZ and travels often to Boston to pursue her Master’s degree from Harvard University.
Julie has taken some time out from her busy schedule to educate and share very important information for Educational Financial Planning. With her excellent oratory skills and expert know how on the subject, she made the two hour session very interactive and powerful. The parents who attended felt that the Saturday afternoon spent was worthwhile.
Topics covered for the session:
- 1) How to meet the rising education costs
- 2) Ways to pay for college
- 3) Student Aid
- 4) Saving strategies
- 5) Tax-Free Growth potential
- 6) Difference between custodial accounts and 529 plans
- And much more
