Broker Check
15 Jan
Education Funding Private K-12 and College

Description

Join us for an informal discussion on paying for Private K-12 and College Education lead by Liz Mengo, LPL Financial Advisor. As a mom of 2 girls attending private K- 12 school, Liz is dedicated to keeping up on education funding account types, tax laws, and federal updates. We will discuss 529 Plans, Coverdell Accounts and Unified Transfer to Minor Accounts. And answer the question- How expensive could this be, and what’s the best way to pay for it?

**Coffee and Continental Breakfast will be provided.

Date and Time

Mon, Jan 15, 2024

8:00a - 9:00a CST

Location

Northern Lakes Financial Group

217 E Jefferson St.
Burlington , WI 53170
View on Map
PT1H

Event Registration