Join us for a practical session on College Savings Planning, designed to help you better understand the options available for managing future education costs. We'll explore common savings strategies, compare different types of education savings accounts, and discuss factors to consider when planning ahead. This session aims to provide clarity and useful information to support informed decision-making around college funding.

During this presentation, 529 plans will be discussed. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.