College, 529 Plans, and Finance with Megan Gorman


Guest: Megan Gorman

Description: Rapidly rising college expenses have parents, guardians and aspiring students struggling to make college a reality! Is a college education really within the grasp of everyone who wants to attend? What can be done in advance to make college more of a certain reality once a child is ready for it? Host Jordan Goodman talks with financial planner Megan Gorman about college and college planning. Gorman and Goodman discuss 529 plans and their role in covering college costs and the new role of 529 plans paying for K-12 private schooling.  

Guest Bio: Megan Gorman has been coloring outside the lines from an early age. In 2015, she founded Chequers Financial Management, an independent Registered Investment Advisory firm in San Francisco. She’s a rare female owner in an industry where executive ranks are overwhelmingly male. Chequers is a boutique high net worth tax and financial planning firm committed to ensuring that tax strategy serves as the cornerstone of the financial planning process.) Prior to founding Chequers, Gorman was Vice-President – Counseling at Ayco, A Goldman Sachs Company, where she spent 11 years; and Vice-President/Senior Director at BNY Mellon Wealth Management. In the fall of 2017, Gorman launched The Wealth Intersection. Gorman’s unique approach to discussing financial topics from a broader perspective is designed to engage and challenge readers, helping people gain insights into both their relationship with money and into specific money management issues.


«I wish to express my appreciation and that of the Committee, to you for participation in the Panel Discussion, “Surviving, and Thriving in the New Financial Norm.”»
- Jettie D. Newkirk, Esq., Pennsylvania Bar Association, Minority Bar Conference
«Mr. Jordan Goodman facilitated the ACS Member Insurance program sponsored financial planning seminar at the American Chemical Society’s 223rd National Meeting in Orlando, FL. »
- Ena Castro, Director/ACS Member Insurance Program