Whether you are just getting started with your education funding, getting ready to distribute funds or have education funds leftover, this conference is for you! Join David Witter, CFP© and Kellen Williams, CFP© as they dive deep into the best practices and nuances of how to best utilize 529 plans to fund education for your loved ones.
- Understand how to set up your saving strategy, when to use FL Prepaid vs. a 529, and how to protect your money in a changing market.
- Learn the ways you can use a 529 Plan, how it pairs with other college savings tools, and the facts about taxes and distribution.
- Find out what you can do with leftover Plan funds, including guidance for changing beneficiaries.
- 21 common questions answered ranging from how much, contributions, parent / grandparent ownership, investments, financial assistance, distributions, leftover funds, and more!
Please register here. We’ll send you the link / dial-in number to attend.
For registration questions, please email or call, Danica@financialharvest.com, 407-937-0707.
** LIMITED TO FIRST 100 PARTICIPANTS**
