Everything You Wanted To Know About 529 Plans & Their Role In Fee-Only Planning (Brought To You By NAPFA but available for non-NAPFA members too)

This is event is designed for advisors, but the public is welcome.

Tuesday, May 9, 2017, 5pm-7pm

To say Paul Curley, CFA, is an expert in 529 Plans is an understatement. Paul joined Strategic Insight (SI) as a research analyst in 2008 and currently oversees college savings market research for institutional clients. He is the primary contact for data aggregation and analysis of 529 savings plans, 529 prepaid plans and ABLE accounts.
Featured Agenda:

Paul will discuss 529 Plan:

Landscape Trends and News

Product Training

Drivers, Themes and Opportunities

Please email ann.struthers@sonafinancial.com with any specific topics or questions in advance so Paul may make the most of his time with us.

Location: 4940 W 77th St Edina, MN 55435

Day: Tuesday May 9th

Agenda:

5pm-6pm — Happy Hour And Dinner With Your Local Advisor Community

6pm-7pm — Paul Will Discuss 529 Plans And Their Role In Planning For College For A Fee-Only Planner

NAPFA CE: 1 Credit
CFP CE: Pending
Cost:

$25 for NAPFA Members

$40 for Non-NAPFA Members

Funding College vs. Retirement: Is the 529 Plan right?

  • Should I fund retirement or college?
  • What are my options?
  • What is a 529?
  • How does it work?
  • How do the tax deductions work?

Blindly throwing money at a 529 Plan may not be right for you. Your time horizon is short! Educate yourself to make the right choices.

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

January 17, 2017  Register

April 18, 2017       Register

 

How much college can I afford?

Other than your home, your biggest purchase may be college. We will have a conversation to give you a better idea of how much college you can afford.

We will address:

  • Sticker Price vs. Net Price
  • How does the Financial Aid Process Work?
  • What is FAFSA?
  • How is your EFC Calculated?
  • When should you apply?
  • What tax year do they look at?
  • What role does the financial aid office play?

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

March 28, 2017  Register

May 30, 2017      Register

 

Student Loans: How they work

Student Loans are a bigger part of all of our lives. Things are usually scarier when we don’t understand them. This class will cover how student loans work and what you need to know about repayment options.

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

February 7, 2017  Register

May 2, 2017          Register