The first 20 families to register for the webinar will receive a customized College Calculator projection completed by a Certified Financial Planner at Bedell Frazier Investment Consulting.

Have you ever wondered what it will cost to send your child to college? Have you thought about starting to save, but you're not sure how or what account type to open?

Saving for college is critical. Time is on your side. It may seem like college is far away, but it will be here sooner than you think. The sooner you invest, the higher the probability of success. No matter the age of your child or children now is the best time to evaluate your possible needs and start saving.

Putting children through college can be one of the largest expenses families will ever encounter. We all want what is best for our kids, but how do we balance saving for their education while at the same time keeping our retirement savings on track? It can be daunting to stare this in the face, but having a plan will help you succeed. Long-time supporter of Moraga Education Foundation, Bedell Frazier Investment Counselling, is coming to the aid of Moraga parents to provide information and guidance as you plan for your child’s future education needs.   

Topics to be covered include:

         What are the different types of savings accounts for college and how do they work?

         How much can I save per year?

         What if I save and then my child gets a scholarship or does not attend college?

There will also be a live Q&A session where you can bring your questions to the panel for answers.

Michael Frazier, President & CEO

Mike has over 3 decades of industry experience in the investment and media industries. He oversees investment strategies at Bedell Frazier and also is the author of the firm’s weekly newsletter. Communication and education are topics he is passionate about. Mike earned his B.A. from the University of California at Berkeley in 1994 where he majored in History and played rugby. He returned to UC Berkeley in 2002 to study Security Analysis, Modern Portfolio Theory, and Financial Planning in the evening extension program. Mike is the proud father of three girls in the Moraga School District.  

Thomas Howard, Director of Financial Planning

Thomas joined Bedell Frazier in 2020 having spent his entire career in the Financial Services industry. As a Financial Planner, he is passionate about helping clients understand how a solid financial plan can assist them in reaching their near-term and long-term goals. He gets tremendous satisfaction offering financial advice based on the intimate knowledge of the needs of his clients. Thomas has two kids graduating from college this year! He also has a daughter at DVC and a junior son at Monte Vista with visits to the University of Arizona and University of Oregon on tap in 2023.

Meredith Rosen, Director of Client Experience

Meredith has over 15 years of experience in the investment management industry. As an Advisor, she enjoys getting to know clients, their families and investment needs. She then works to design and implement a plan to meet those needs. As a parent of 4th grade twins, she understands the need to save early for college.