Come join Dan Sullivan and Dennis Lynch, Associate Vice Presidents at Carolina Financial Partners, as they offer a Lunch and Learn workshop on College Funding.
The information they will provide helps educate families about the importance of personal accumulation as a college funding source. The workshop focuses on the Four Steps to College Funding:
1. Cost Estimate
2. Funding Sources
3. Establishing A College Fund
4. Countdown to College
Come to this free workshop and learn more about how to plan for this important life event!
After receiving his BSME, Dan Sullivan worked for several years in the corporate world before transitioning to the Small Business sector where he thrived as a business owner for over 25 years in the service industries.
After obtaining his Series 7 & Series 66 licenses, he became a Financial Advisor that allowed him to combine his personal interests in Investing & Finance with his extensive experience in the operating small businesses.
Currently he works with Small Business owners in many areas including financial planning, retirement plan selection (both company and individual), risk analysis, wealth building and a myriad of other financial issues facing today?s business owners.
Dennis Lynch is an accomplished professional with more than 40 years of experience in the Financial Services industry.
He has extensive knowledge in the fixed-income investment markets including tax-free strategies with municipal bonds. He evaluates the intricacies of the financial markets for entrepreneurs, small businesses, and people with families who need assistance and education.