In this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover:

• College planning can be a large expense. What factors should you consider when planning for education?


• A few different types of accounts are used to set up college savings funds. What are the types of accounts? How should you choose which to use?


• Many factors should be considered when determining with which account(s) to fund future college plans. Loans, financial aid, current financial goals, and payment methods are all worth weighing as you move toward this next step.

As always, thank you for listening! This episode was recorded on June 13, 2023.