College Planning
COLLEGE PLANNING WITHOUT TAX PLANNING IS FINANCIAL SUICIDE.
Many families focus only on saving for college…
…but completely ignore:
� Financial aid formulas
� Tax consequences
� FAFSA income positioning
� Student loan exposure
� Parent retirement damage
One wrong financial move can cost families THOUSANDS in lost aid and unnecessary taxes.
Smart families do not just save for college.
They strategically plan for:
� Financial aid eligibility
� Tax-efficient college funding
� Reducing student debt
� Protecting retirement savings
� Long-term family wealth planning
Join our educational workshop:
� 12800 Garden Grove BLVD F
Garden Grove, CA 92843
� Monday June 29, 2026
� 6:00 PM
Presented by Beti Luu
� Reservation Required
[email protected]
The right strategy today can save your family for years
#RetirementPlanning #TaxPlanning #TaxFreeRetirement #RetirementTaxes #FinancialFreedom #RetirementStrategy #WealthBuilding #LegacyPlanning #EstatePlanning #MedicarePlanning #GuaranteedIncome #Annuity #IUL #LifeInsurance #TaxFreeIncome #RetirementIncome #401k #IRA #SocialSecurity #FinancialEducation #BetiLuu #TaxStrategy #WealthPreservation #FinancialLiteracy #RetireSmart #CollegePlanning #FinancialAid #FAFSA #CollegeFunding #StudentDebt
Where is it happening?
Event Location & Nearby Stays:


















