Saving for Education
Saving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a quality education more affordable!
Providence Wealth Advisors, LLC Podcast Disclaimer
Providence Wealth Advisors, LLC (“PWA”) is a wholly owned affiliate of Providence Bank & Trust (“PB&T”). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA.
PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: email@example.com, or write to 20220 S LaGrange Road, Frankfort, IL 60423.
This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action.
The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast.
The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.
No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means.