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September 2019 Chapter Meeting
September 13, 2019 @ 11:30 am - 1:30 pm
Overview:
Topic: Wealth Management Strategies Using 529 Education Plans
Why do advisors need to talk about investing in 529 plans? Because investing in education for family members is only 2nd to retirement savings. Learn the following from Mr. Stack’s presentation:
- How to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college.
- What are some of the federal income and estate tax laws that may affect college planning?
- Last, but not least, what are the options available to clients when the money is not used for a designated beneficiary’s college?
About the Speakers:
Chris Stack, Esq., managing consultant, Savingforcollege.com, is a nationally recognized 529 authority, experienced in educational finance. He has been an attorney for more than 25 years, licensed in New York and Pennsylvania, with experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996.
As a partner at a major New York law firm, Mr. Stack advocated to his state clients the benefits of 529 programs and, beginning in 1997, served as the principal or participating author for several states’ legislation establishing 529 programs. He assisted several states in implementing their 529 saving programs.
Mr. Stack has been leading Savingforcollege.com LLC consulting and educational services since 2001. Currently, he advises and consults with states and investment companies and presents nationally to employers, financial advisors, accountants, attorneys and actual investors on 529 plans. He has participated in 529 programs for his two boys since 1997.
Featured Partner: Scott Pyes, Natixis
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Registration: Click here