Saving for College

As the cost of a college education soars, figuring out how to afford it shouldn’t require a PhD.  Learn the ins and outs of saving for a college education, and ways to help pay for it.  We’ll cover:

  • Potential costs and value of a college education

  • Financial aid facts

  • Ways to save for college (529 plans)

Saving for College Webinars

Tuesday, November 1 Time: 8:00 AM - 8:30 AM
Tuesday, November 1 Time: 12:00 PM - 12:30 PM

 

Can’t Make a Webinar?

Click here to schedule a complimentary appointment with a Financial Advisor to discuss your retirement plans.

 

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program.  Withdrawals used for qualified expenses are federally tax free.  Tax treatment at the state level may vary.  Please consult with your tax advisor before investing.

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