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(Oct 30th) - College Funding for College Student - Opportunities to Save and Plan (Carefree, AZ) - Morris Hall, PLLC

(Oct 30th) – College Funding for College Student – Opportunities to Save and Plan (Carefree, AZ)

Type: seminar Date: October 30 Time: 01:30 PM - 02:30 PM Venue: Morris Hall Carefree, 7208 E Cave Creek Rd, Ste A, Carefree,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Morris Hall Carefree DESCRIPTION: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 •  […] ADDRESS:7208 E Cave Creek Rd, Ste A DTSTART:20181030T133000 DTEND:20181030T143000 URL;VALUE=URI:https://morristrust.com/seminars/oct-30th-college-funding-for-college-student-opportunities-to-save-and-plan-carefree-az/ SUMMARY:(Oct 30th) – College Funding for College Student – Opportunities to Save and Plan (Carefree, AZ) LOCATION:Morris Hall Carefree, 7208 E Cave Creek Rd, Ste A, Carefree, PHONE: DTSTAMP:20210620T025848 UID:60ceaee8b450f END:VEVENT END:VCALENDAR
      (Oct 30th) – College Funding for College Student – Opportunities to Save and Plan (Carefree, AZ).ics

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.

Event is due and cannot be registered at the moment