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Checking Your Financial Pulse – Part 1: Education Planning

Date: Wed, 11/29/2017
Time: 6:00 pm - 8:00 pm
Location: Main Library - Conference Room (1st Floor)
Categories: Adult Events

We’ll be examining some of the different strategies that allow parents to begin funding their children’s higher education costs. By reviewing what your options are and examining the advantages and disadvantages of various approaches, you’ll have a better understanding of how to best prepare for your child’s education expenses.

Education Planning:

  • Exploring different saving mechanisms to help you fund your
    children’s college costs
  • 529 plans vs. UGMA/UTMA custodial accounts
  • Tax benefits vary by state
  • Projecting expected costs for your children
  • Private High School vs. College Planning
  • Who owns assets / Age of Majority

Presented by UBS Financial Services Inc., Antares Wealth Management Partners. For more information, call 973-744-0500 ext. 2235.


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