Broker Check
22 April
Tackling Education Planning-Webinar


Do you have $40,000 a year to spare?
Weather you want to save for Private high school or College, there are many options available and they can help you get a step ahead on saving for education. This presentation will cover these topics, as well as:
  • Section 529 plans
  • Coverdell accounts
  • US. Savings Bonds
  • UGMA and UTMA accounts

This workshop will also cover tax credits for education expenses, federal and state student aid programs, and student loan debt and repayment options.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Date and Time

Thu, Apr 22, 2021

7:30p - 8:30p EST




Event Registration