529 College Savings Plan Seminar

Atlanta, GA

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Event Details

 

&

 

Saturday,  May 11, 2013 | 10:30 am

 

Guest Speaker:                                                          Location:                        

John Redfearn III,  CFP                                      7000 Central Parkway NE

Founding Partner                                                 Atlanta, GA  30328

Md Planning Group                                     3rd Floor Conference Room



LIMITED SEATS AVAILABLE

Hosted By:

MD Planning Group & Magellan Wealth Advisors


TOPIC:  529 College Savings Plans


You are cordially invited to a FREE EDUCATIONAL presentation at our building where you will learn various savings strategies, including the tax advantages and other benefits of 529 plans.  The best strategy for college savings is to know your options and the opportunities and to start today.


At this event, we'll discuss

 

Basics:

  • available college savings options
  • the benefits of 529 savings plans
  • other college funding options
  • getting started

Advanced planning:
  • how to shelter and protect up to $250,000 every 5 years per account
  • are you seeing any of the purported tax benefits?????
  • which plan embeds their assets in the best asset protection vehicle in America
  • learn how to establish a multi-generational tax favored educational trust.

*PLEASE NOTE: Nothing will be attempted to be sold to you at this event.  This is purely educational and you will have a chance to speak with financial advisors about any specific questions that you may have.



MUST RSVP:

Antan R. Wilson
404-941-6755
awilson@magellanwa.com

                                                                                                                                                           

                      Securities offered through Cape Securities Member FINRA, SIPC  Md Planning Group, LLC is not affiliated with Cape Securities.