College Funding for College Student – Opportunities to Save and Plan (Carefree, AZ)

By Anderson, Dorn & Rader, Ltd. (other events)

Tuesday, October 30 2018 1:30 PM 3:30 PM

Monthly Q&A with West
Guest Speaker:  Timothy S. Kerrigan, JD, MBA with Clark Street Financial
Speaking on: College Funding Opportunities 
Tim will present on various ways to save and plan for the expense of college:
•  Coverdale Educational Savings Accounts (ESAs)
•  529 College Savings Plans
•  American Opportunity Tax Credit
•  Lifetime Learning Credit
•  Scholarships and Grants at Private vs. Public Colleges and Universities: Methods used to select students to receive award funds.
•  Student Loans and Loan Forgiveness
West will be available to answer questions you might have about:
• What is a beneficiary trust?
• What documents should a college student have?
MH Carefree Office (Map)
To register, fill in the form below or call 480-455-3693 to reserve your seat.

Anderson, Dorn & Rader, Ltd.