Webinar
Financial Fitness: Advanced College Savings Concepts
REGISTER
Date & Time:
1:00 pm – 1:45 pm
Overview:
Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
Session Topics Include:
- 529 plan overview, features and benefits
- UGMA/UTMAs and Coverdell ESAs
- In-state versus national 529 plans
- Financial aid
- American opportunity and lifetime learning tax credits
Host:
Kelly Tyriver, Senior Retirement Plan Manager II, M3 Financial
Presenter:
Matt Kocourek, Regional Vice President, John Hancock Investment Management