Women & Wellness
College Planning Essentials
Date: June 16, 2021 10:00am
Description:
Saving for college is a growing concern for many parents. Over the years having a college degree has contributed to a sizable difference in annual income over those who have a high school diploma. This of course has not always been the case so as we see more demand for higher education we naturally see the cost of college increasing and outpacing financial aid. This is creating a scenario that is leaving many parents wondering how they will help their kids with their financial need for college. We are going to dive into this topic and help you navigate the financial aspect of college.
Presenters:
Kris Adrian, Vice President & National 529 Specialist for J.P. Morgan Asset Management
Kris Adrian, Vice President, serves as the National 529 Specialist for J.P. Morgan Asset Management. In her role, Kris typically travels throughout the country to educate clients and advisors on college planning using College Planning Essentials. Currently, Kris conducts webex meetings at home with her family. Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH
Stacie Mastin
Stacie is a wealth advisor for Tompkins Financial Advisors. She is responsible for building new client relationships and identifying the appropriate investment strategies to work towards their specific needs. She works closely with a team of experts to deliver solutions that enable her clients to achieve their financial goals. Stacie is determined and results oriented, delivering a personalized experience to each and every client.
During her career, she has been fortunate to leverage her natural talents, build
outstanding relationships, and embrace her curious spirit to learn and grow as
an individual. She says her best day is when she can bring people and resources together to achieve greatness. She enters every interaction with the belief that she has an opportunity to learn something new.
Stacie brings more than 20 years of experience to Tompkins Financial Advisors. Prior to joining the advisor team, she was a human resources manager with Tompkins. Before that, she was a branch manager, licensed advisor for investment & insurance products & small business banking officer for M&T Bank.
Stacie holds a Bachelor’s Degree in Human Services from Post University and is
a Certified Senior Human Resources Professional with the Society for Human
Resource Management (SHRM). She is active in her local community as chair for Lansing Youth Services, a member of the Ithaca Women’s Business Network, and remains active with the SHRMTC. She resides in Lansing with her family.
Register:
Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.