Education Financial Planning (working title)
Date: Wednesday, March 11, 2026
Time: 12:00pm - 1:30pm
Location: Spring Arbor University
Speaker: Panel (see event information)
Program: Education Financial Planning (working title)
Description: Strategies for education planning for clients, including financial aid, 529, Roth, UTMA, brokerage, life insurance, etc.
Speaker(s): Panel of Speakers with Moderator:
Dan Machnik, CFP® CIS™ (Bio here)
Kasey Altenbernt, Prudential (Bio here)
Herbert Rotich, Director of Student Financial Services at Spring Arbor University (Profile here)
Location: Spring Arbor University
At this link is a map of the SAU campus. We will be meeting in the Kresge Student Life Center; building #7 on the map. Attendees are asked to park in the lot behind the Free Methodist Church (#23) off of Cottage Street and walk to the building. The meeting/luncheon will be in the Ralph Carey Forum on the first floor. (same location as in recent years).
