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WEBINAR: Planning for College? Discover the Power of 529 Plans


 

Are you aware that over the past 40 years college costs have increased by nearly 900%! Another surprising fact is that more than half of families who are funding college expenses do not use 529 plans! Baltimore-Washington Financial Advisors invite you to an interactive seminar to learn about and discuss the opportunities for college savings and 529 plans.

WEBINAR

NOVEMBER 8, 2024

11:45 AM – 1:00 PM

Topics will include:

      • Do you know how much college costs?
      • Do you know how much you need to save?
      • What is a 529 account, and what are its benefits?
      • Are your 529 and college savings accounts invested appropriately to achieve your goals?
      • What if you overfund (have too much money) in a 529?
PRESENTERS:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

TYLER KLUGE CFP®, CPWA®, CDFA®, CEPS

Financial Planner

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900