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Best ways to save for education

Laird Green, a certified financial planner with Abacus Planning Group in Greenville, .SC.
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Laird Green, a certified financial planner with Abacus Planning Group in Greenville, .SC.

Our next guest says she spends a lot of time working with families to achieve their lifetime financial goals, one of which is education funding for their children and grandchildren. She joins us now by phone to share some best practices for this goal. Mike Switzer interviews Laird Green, a certified financial planner with Abacus Planning Group in Greenville, S.C.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.