Education Planning Client Seminar

For parents or grandparents, an education funding strategy can help instill the value of education in your children or grandchildren. It also can remove significant assets from your estate, and may reduce federal estate taxes, while allowing you to retain control of those assets.  This seminar covers education funding options - including loans and tax-advantaged investing options, (UGMA/UTMA and 529 plans) - as well as gifting rules.

Free. No registration required.  Seating is first come first serve based on room capacity.  

This program is for educational and informational purposes only (no sales) and is not intended for financial, tax or investment advice.  Newport Beach Public Library does not endorse or recommend any of the financial information or materials associated with this presentation.