Finally check 'figure out college savings' off your to do list.
Choose any or all three!
Short series of 1-6 min videos
Learn the basics: Saving for college, 529 plans & tax breaks, education costs, mistakes to avoid, how to not get ripped off.
Wed, Feb 19 @ 8:45pm, 45 min
Interactive Q&A webinar with our CEO & Founder, Wallis Tsai, to answer all your questions - and see what other parents are asking.
Wed, Apr 8 @ 8:45pm, 45 min
For New York parents who want to open a NY Direct-Sold 529 Plan - let's actually get it done! We'll walk you through choosing the right investment choices for your goals and situation.
Interested in a workshop for another state?
I started AboveBoard because I believed that financial services should be done differently.
I’d been on Wall Street for more than 10 years as a banker and investor for an elite hedge fund group at Goldman Sachs covering financial institutions - I was repeatedly appalled by how often friends and colleagues were getting terrible advice from the industries I knew so well.
I understood why - financial services are rife with opacity and misaligned incentives. So I decided to follow my dream of using my expertise to offer financial services the right way - with an unwavering commitment to the highest standards of diligence, really understanding the facts and putting clients first.
Today, I am proud to say that we help people make the right choices for themselves and the people they love.