Indiana Education Events - College Savings Planning

Discover the keys to your financial future with Mission Investment Services. Our Spring Series consists of highly informative and engaging events, carefully curated to provide you with valuable insights and strategies. Led by our esteemed financial consultants, each event focuses on crucial aspects of Retirement and Educational Planning.  

college savings planning*

college savings planning*

Education can make a big difference in a child's life. But education costs require careful planning today.  Join us for this educational event where we answer questions like;

 - What does college cost?

 - Is it too late to start planning?

 - What happens if we don't need the money for college?

 - What can I use the money for?

 - Which college planning option is best for me?

Parents and grandparents, the best time to start is now. You have the opportunity to lay a strong foundation for your child's academic and financial future, opening doors to better opportunities and a more secure life.

Fortunately, if you have a desire to save for future education expenses, you have more options today than every before. Join us to help you determine what's right for you.

*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. Investing involves risks, including the loss of principal.

South Bend, IN Seminar

Date: May 22nd

Location: Battell Community Center (900 N. Main St. Mishawaka, IN)

Time: 6:00PM EDT



Date: May 29th

Location: Virtual

Time: 6:00PM EDT/5:00PM CDT




college savings options: life insurance or 529 plan?

college savings options: life insurance or 529 plan?

Two popular options include whole life insurance policies and 529 college savings plans, but the paths to paying for a college degree utilizing either of these options can be distinct.  

Learn more
529 Plans: a cheat sheet of answers to common questions

529 Plans: a cheat sheet of answers to common questions

529 plans have some specific rules, regulations, and restrictions that parents must know before college begins. Here are the answers to some of the most commonly-asked questions about 529 college savings plans.

Learn more
are you saving enough?

are you saving enough?

College costs have risen steadily over the past several years, which is why some should consider starting to save early. Whether you plan on paying all the costs or just a fraction, this calculator can help you better assess the overall price tag of higher education.


Tracking Number: 567778

Do You Know the 8 Timeless Principles of Investing?

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