Episode No. 3: Planning for Grandchildren’s Education and Financial Future (April 21, 2021)

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Hannah Ahmed, an experienced certified financial planner employed by a registered investment advisor firm, discusses with host Geri Cole and other grandparents in East and West USA their concerns and ideas about investing for their grandchildren’s education and financial future and preparing their grandchildren to save and manage their own finances, shares tips for choosing a financial or investment adviser and various tools and strategies to save and invest for their grandchildren’s benefit, and encourages family conversations as essential to planning.