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Back to School! College Planning Educational Seminar
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9/6/2014
When: Saturday, September 6
2:00 PM - 3:30 PM
Where: Estrella Professional Center
15655 W. Roosevelt St.
Conference Room- 2nd floor
Goodyear, Arizona  85338
Contact: Sydney Neely
602-999-3795

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Join us for an educational seminar that will discuss the following topics:

 

Most of us want our children to go to college — after all, the average college graduate earns nearly a million dollars more over a lifetime than the average high school graduate. But the cost of college can be overwhelming. The current tab for a private university four-year education (including room, board, and tuition) is over $160,000. With college costs increasing an average four to six percent per year, funding a child or grandchild's college education requires a long-term plan.

 

Fortunately, investors have tax-advantaged tools they can use — the Coverdell Education Savings Plan and the 529 plan. These college investment accounts offer the advantage of tax-deferred growth. Additionally, the 529 plan offers generous contribution limits. Additionally, qualified distributions from these plans are tax-free.*

 

For every attendee, we will make a charitable donation to Feed My Starving Children (http://www.fmsc.org/home).

 

Light snacks and refreshments will be served.

To Register >> 
https://www.eventbrite.com/e/back-to-school-college-planning-tickets-12376180489

 

(Consider the 529 Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure statement contains this and more information that should be read carefully before investing. You can obtain a Program Disclosure Statement from your PFS Investments Registered Representative. You should consider before investing whether your or the beneficiary's home state offers a 529 Plan that provides state tax and other benefits only available to investments in that plan.

 

* The earnings portion of any non qualified withdrawals will be subject to income taxes and a 10% tax penalty. Consult your tax advisor with any questions.)






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