FALL &WINTER SEMINAR SERIES
With Jen Rosier and Jerry Breen
Jerry Breen is a registered investment advisor with Baystate Financial in Boston, and has been in the financial services industry for 30 years. Baystate Financial has been working with businesses and individuals for 117 years to formulate sound college funding, investment, insurance, and retirement strategies based upon your financial position. Whether we are helping articulate a planning strategy, monitoring your investments, or recommending insurance solutions to protect the family, our main objective is helping you achieve your financial goals. We realize your financial strategy is more than just college or investments, it’s providing the guidance, insight, results and service you need to secure your families’ financial future.
Jen has been helping students prepare for their post-high school careers for more than 25 years. As a college admissions consultant and test prep expert, Jen has personally guided more than 4,000 families through the college admissions process. She and her team bring to the task a track record of success, pragmatic approaches, and a deep and genuine interest in helping each individual to meet his or her potential. Author of the SAT Writing and Reading Guide, Jen is also the developer of the Tutor Doctor Global Test Prep Program. The mother of 4 children including two college students, Jen thinks of herself as "in the trenches" with her clients and their children. She takes special interest in working with students with learning differences. Jen holds a magna cum laude Bachelor of Arts in French Literature and English degree from Tufts University.
YOU CAN AFFORD COLLEGE!
Proactive Strategies to Maximize Scholarships and Save Smart
FOR PARENTS OF KIDS
WEDNESDAY, NOV 28
52 Great Road, Bedford
Whether you’ve been saving for college since the diaper days or you’re just trying to make ends meet, there are proactive steps you can take to maximize scholarships, earn more financial aid, and manage your assets wisely. In this joint session with college admissions consultant Jen Rosier and Financial Advisor Jerry Breen will uncover how extracurriculars, smart college selections, and sound investments strategies combine to minimize your out of pocket costs for education.
PLANNING AND PAYING FOR COLLEGE