Tricks of the Trade for College Savings: Taxation & Financial Aid
Online via Zoom
James Tarkenton CFA®
Senior Portfolio Manager
- 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 Bonnie@AssetMgr.com