Lynda Elley

Copperwynd Financial @ Financing your child's future without mortgaging your own

Class Description: College costs have been rising at twice the rate of inflation for the past 30 years, making the task of paying for a college education that much more strenuous on families. This class will discuss how to plan for the burden of financing your student’s education, and strategies to balance all your savings goals including your own retirement.

 

Bio: Lynda Elley CFP®, CLTC, CCPS®

 Lynda Elley began her financial planning practice with a desire to focus on women and their families and the particular issues facing the “Sandwich Generation”. She is a Certified Financial Planner, a Certified Long Term Care Specialist, a Certified College Planning Specialist and Investment Advisor Representative of Copperwynd Financial, LLC.

 

A graduate from Colorado State University with a BS in Business Management and a minor in French, she spent the first 20 years of her career in the high-tech industry in executive sales, business development and management. Since 2001, Lynda focused her attention on the financial issues facing families with both children nearing college-age and parents approaching retirement – the Sandwich Generation. She brings a combination of compassion and analytical skills to the planning process for her clients who find themselves balancing the financial needs of multiple generations.

 

On the brink of sending her own daughter off to college, Lynda provides a unique perspective on what it takes to prepare parents both emotionally and financially to launch their children into their college years. She has volunteered her time with the Phoenix Assistance League and has served on their Scholarship Committee, and is also a member of the Financial Planners Association. She enjoys photography, traveling, reading and spending time with her family.