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