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Educational Savings: Getting There From Here (New Date)

Southern Wake Academy, Office of Development

Tuesday, October 3, 2017 from 6:30 PM to 8:00 PM (EDT)

Educational Savings: Getting There From Here (New Date)

Ticket Information

Type End Quantity
General Admission
No need to bring printed ticket to seminar.
Oct 3, 2017 Free  
General Admission
No ticket required for admission to this event.
Oct 3, 2017 Free  

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Event Details

Educational Savings: Getting There from Here

 What:  The Office of Development is pleased to host a free seminar.  All SWA families, teachers, staff, and their guests are invited to attend this seminar to learn about Educational Savings Plans that are available for your child’s tuition, or vocational training. 

This presentation will highlight the the features and beneifts of the most popular qualified tuition plans, including 529 plans, Custodial Savings Accounts, Coverdell Accounts, or Zero Coupon Books, and offer strategies to fit your family budget, and the future of your children's education.

Discover some of these tips and important information:

  • What are the tax incentives associated to these educational plans?

  • Are there any tax penalties associated to early withdrawals?

  • What type of schools and institutions are eligible for these educational plans?

  • Can other people (grandparents, friends) fund these qualified educational plans?

  • What if your child changes their mind about going to college, and what are their options?

 

Seminar Details:

Date:           Tuesday, October 3, 2017

Time:           6:30 p.m. - 8:00 p.m.

Where:        Bentwinds Country Club

                    6536 Dornoch Place

                    Fuquay-Varina, NC  27526

Dinner:       Full dinner, served buffet style, includes vegetarian dish

Duration:    30 minutes for a delicious dinner, and 1-hour seminar

Please accept our invitation to join this seminar hosted by Michael Stone, a financial planner.  Mr. Stone is a SWA Corporate Sponsor, and he manages the Edwards Jones office in Holly Springs.

This will be a great opportunity to meet SWA parents and guests, and have a wonderful dinner in the beautiful surroundings of this country club atmosphere.  Check your calendars – and register now!

SWA Bonus: all parents and guardians attending this seminar will receive 4-hours of Volunteer time.  Please post your 4-hours in the Volunteer Log Book under Educational Seminar!

Please call Mike Heavey, Director of Development, at 919-696-4417, if you have any questions, need help to register for this seminar, or have a special request.

RSVP:  please respond no later than September 28, 2017 to reserve your seat   

We respectfully ask that only adults register for this event. 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Have questions about Educational Savings: Getting There From Here (New Date)? Contact Southern Wake Academy, Office of Development

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When & Where


Bentwinds Golf & Country Club
6536 Dornoch Place
Fuquay Varina, NC 27526

Tuesday, October 3, 2017 from 6:30 PM to 8:00 PM (EDT)


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Organizer

Southern Wake Academy, Office of Development

Please contact Mike Heavey, Director of Development, at 919-696-4417 for any questions to reserve your seat, clarify anything related to the seminar, or any dietary requirements for the event dinner.

  Contact the Organizer
Educational Savings: Getting There From Here (New Date)
Things to do in Fuquay Varina, NC Seminar Family & Education

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