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How to take control of your financial future [Video]

How to take control of your financial future

Expert Guest: Aaron Rubin

Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages.He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and previously was licensed as a life, health, and property and casualty insurance agent in the state of California. In 2009, Aaron also received his CFP® designation.

Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.

When he’s not helping his clients, Aaron dedicates his time to nonprofits. He is a member of South Bay Giving Circle and has had previous experience on Bay Area charitable boards and fundraising committees.

Aaron and his wife Libby live on the Peninsula with their three daughters, Natalie, Gwen, and Emmy, along with their winsome Goldendoodle, Mollie.

Website: https://www.wrpwealth.com/who-we-are/

#wealthmanagement #financialplanning, tax, estateplanning

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Securing That Bag! | College Applications Series [Video]
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Fundraising Ideas for Schools

Securing That Bag! | College Applications Series [Video]

Are you applying to colleges this fall? Wave Learning Festival presents a series dedicated to you on the college application process! From choosing your schools to financial aid and what comes next! Stay tuned to learn more about what you can do to prepare for the next step in your life.In this week's episode, we’ll be continuing our talk on the financial aid process! This time we’ll be breaking down the FAFSA and CSS Profile and what to look out for when applying! Resources UsedFAFSA Resources- Who’s eligible for FAFSA? https://studentaid.gov/understand-aid/eligibility- Am I dependent or independent? https://studentaid.gov/apply-for-aid/fafsa/filling-out/dependency- FAFSA process graphic https://studentaid.gov/sites/default/files/fafsa-process.png- Filling out the FAFSA video https://youtu.be/w9HWaQpuNSk- Filling out the FAFSA https://studentaid.gov/apply-for-aid/fafsa/filling-out- Creating the FSA ID https://studentaid.gov/help/create-fsa-id- IRS DRT https://studentaid.gov/help-center/answers/article/what-is-irs-drt- Who’s My Parent? Filling Out Parent Information https://studentaid.gov/apply-for-aid/fafsa/filling-out/parent-info- Updating/Changing Information on FAFSA https://studentaid.gov/apply-for-aid/fafsa/review-and-correct/correct- COVID-19 Information https://studentaid.gov/announcements-events/covid-19/in-school- Applying to More Than 10 Schools https://www.savingforcollege.com/article/how-to-apply-for-financial-aid-at-more-than-10-colleges-on-the-fafsa#:~:text=If%20you%20don't%20have,the%20new%20colleges%20for%20you.CSS Profile Resources- Creating a College Board Account https://cbaccount.collegeboard.org/iamweb/smartRegister- CSS Profile Student Guide https://cssprofile.collegeboard.org/media/pdf/css-profile-student-guide.pdf- CSS Profile Fee Waiver https://cssprofile.collegeboard.org/fee-waivers- Presentation Resources https://counselors.collegeboard.org/resources?program=221&topic=All&type=186- Similar Programs at Schools https://www.usnews.com/education/best-colleges/paying-for-college/articles/2018-09-18/18-schools-that-meet-full-financial-need-with-no-loansVideos provided by RODNAE Productions and Tima Miroshnichenko from pexelsMusic by HoliznaCC0 “Sense Of Purpose”Nelly "Hot In Herre"Bee Gees “Stayin’ Alive”More Wave@wavelearningfestival on Instagram@wavelearningfestival on TikTok Wave Merch!https://www.customink.com/fundraising/wave-learning-festival-merch-fundraiser-7201 Support Wavehttps://www.wavelf.org/donate Wave Learn Festival is a student-led organization striving to lessen the educational inequity gap by offering free courses, tutoring, and speaker sessions for all.Check out and register for more classes at www.wavelf.org/coursesSign up to lead your own seminar at www.wavelf.org/teachersQuestions? Email us at hello@wavelf.org