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302 Mountain View Dr

Suite 201

Colchester, VT 05446

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With the average cost of tuition and fees at a four year college increasing significantly on an annual basis, it is never too early to start to save. In this FREE seminar we will explore the tax benefits, financial benefits and planning benefits to be found with proper planning. We will discuss planning ideas, such as using your personal savings and investment for education funding, through the use of techniques that can help you identify and try to manage risks which can prevent you from achieving your overall savings goal.

You will learn:

• The pros and cons to making outright gifts to children and/or grandchildren
The benefits and limitations of a Section 529 Plan
How to put it all together and select the right funding/accumulation strategy for you
How life insurance can be a powerful tool in planning for a child’s education
Finally, we will put it all together and go through a case study

Seating is limited. Register NOW!

CRN201905-210624

AS7003


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302 Mountain View Dr

Suite 201

Colchester, VT 05446

View Map

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