Elizabeth McCollum is a fiduciary flat-fee financial advisor. After a successful career in corporate finance, human resources, marketing, and operations culminating as US CEO for an international food company, she fulfilled her passion for personal finance by becoming a Certified Financial Planner(tm) and a Certified Estate Planner(tm) working at Vanguard as an advisor and chief of staff for the advice team before opening Prosperity Financial Planning here in Celebration in July 2025. Elizabeth received her B.S. from Penn State and her MBA from the University of Pennsylvania’s Wharton School.
Investing in Their Future: Smart Savings Strategies for Children and Grandchildren
Open Session #1
Thursdays, 12:00 pm – 1:15 pm
35 of 40 seats left
Faculty
Elizabeth McCollum CFP(R) CEP(R)
Elizabeth McCollum is a fiduciary flat-fee financial advisor. After a successful career in corporate finance, human resources, marketing, and operations culminating as US CEO for an international food company, she fulfilled her passion for personal finance by becoming a Certified…
See Elizabeth McCollum CFP(R) CEP(R)’s full profileCourse description
Whether you are a parent, grandparent, guardian, or other caring adult, choosing how to save for a child’s future can be overwhelming. This three-part course explores the most effective ways to save and invest on behalf of children. It compares available account options and helps participants create a personalized plan that aligns with their financial goals and family values.