Tricks of the Trade for College Savings: Taxation & Financial Aid

Online via Zoom
College Savings

James Tarkenton CFA® 

Senior Portfolio Manager

delves into:

  • Instruments used to efficiently save for a college education
  • Limits of funding, investments that can be held, and the taxation of distributions
  • Successful strategies to apply for financial aid to secure the most assistance



There will be an opportunity to ask questions.

For those who cannot attend, the presentation will be posted to our website.

Questions?  Please call (919) 782-9689 or email