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