Catherine Cleale, CFP®, CRPC®, QPFC’s Post

As March Madness tips off, don't let the excitement on the court distract you from the rising costs of higher education. A 529 plan is a great way to plan for future college costs, and the sooner you start saving the better. At The BMP Group at Morgan Stanley, we can help answer any questions you may have and create a gameplan for the future.

With high school graduates off to college in a few months, college-related costs are creeping up for parents and students. Saving and paying for college can be a difficult and stressful process, but smart planning can help alleviate some of your concerns. Check out the Morgan Stanley Education Planning Center below for information on ways you can help save for education-related expenses. #Education #College #University #MorganStanley #WealthManagement

What a great way to check out a college campus, gain some practical knowledge and explore careers in finance (which I hope includes accounting)! #summercamp #careerexploration #careereducation #workforcedevelopment #proudalum

Today I am shadowing our Campus Branch located at the University of Central Florida to learn about how we help the students get started on their financial journey and beyond…. It also happens to be Market Day at UCF!! So if you are on campus, be sure to stop the table and get some goodies and get started on your journey today!!💰✅ #AdditionFinancial #UCF #marketwednesday #goknights #financialeducation

Approximately 2,000 high schoolers participate in Junior Achievement of Southern Nevada programs each year, with one-third of the young adults taking part in JA Personal Finance 2.0. Through this vital program made possible by The Allstate Foundation experience the interrelationship between today's financial decisions and future financial freedom. They learn about money-management strategies, including earning, employment and income, budgeting, savings, credit and debt, consumer protection, smart shopping, risk management, investing, credit card usage, debt management, and net worth. Learn more about what we do here https://lnkd.in/gNgdzTyn #FinancialLiteracy #YouthEmpowerment

Today is #529Day - Learn more about the Edvest 529, Wisconsin's College Savings Plan and start saving for the future of your loved ones today. Wisconsin Department of Financial Institutions https://lnkd.in/gxg6CucA

Join LMC's Honors Program for our annual Civil Discourse forum on April 16th from 6-8:00 pm in room D-105. This year's student-selected topic is Jobs, Wages, and Inflation. We'll explore the implications for young adults starting careers in South West Michigan, discussing job prospects, housing, and opportunities. Experts in legislation, business development, real estate, and economics will share insights on the current state and future outlook regarding living costs and the job market in our area. https://bit.ly/3xuIvBv

🎓 As we close out the academic year, consider what your Seniors may need in order to successfully transition into their postsecondary plan. We have a Transition Checklist available in our Transition & Summer Melt microcourse that covers topics such as Financial Aid, Testing, Housing and other topics that may be helpful considerations. ✅ See 'Discover: Challenge 3' in the microcourse.

What sets The Adelson School's Entrepreneurship Program and DECA Chapter apart? We start early! I suspect we’re one of the few schools in the state (and maybe even the country) where 7th and 8th graders are taught by a high school DECA advisor. Our middle schoolers get hands-on experience with DECA Role Plays, sharpening crucial soft skills like public speaking, problem-solving, and creative thinking. These are essential skills that will help them in the future, no matter what career path they choose! 📸 Here’s a snapshot of our middle school students participating in one of my favorite activities from NGPF.org : 'Move: Your Tax Dollars in Action.' Not only did they learn how Federal Income Tax dollars are allocated, but this activity directly supports preparation for DECA’s Personal Financial Literacy event. By introducing financial literacy early, we’re helping students build a strong foundation for lifelong success.

The Wall Street Journal - Top College Rankings Thank you Tom Figueroa for pointing out recently that Lehigh University is ranked #14 by WSJ - good news for many alums with finance, accounting or engineering degrees. And for those applying to college - it's a great education in Finance & Accounting (as well as Math and Engineering) - great to see many successful alumni in Investment Banking, Private Equity and Hedge Funds as well as CEOs and leaders in Tech and other industries globally. P.S. When asked who is my favorite alum whom I met - I've been fortunate enough to have met many great people like the late Lee Iacocca (CEO, Chrysler), the late Warren Peter Musser (founder of Safeguard Scientific), Joseph Perella (one of the top M&A legends & one of the top financiers on Wall Street - CEO of Wasserstein Perella), Brooks Zug (founder of HarbourVest Partners), and a couple of our dedicated alumni on the LU Board of Trustees (https://lnkd.in/eTyxDxq8), etc. However, my favorite is John Chrin with whom I was very fortunate to work at Merrill Lynch Investment Banking - one of the smartest yet, more importantly, kindest/nicest people on Wall Street and generally in business. WSJ: https://lnkd.in/efrxcuNW https://lnkd.in/eVvkRwqa Poets & Quants (business / finance network): https://lnkd.in/exi8QW9w ------------------ #lehigh #colleges #wsj #pe #privateequity #business #ceo