Hamilton's Personnel office presents "What is a 529 Plan and is it right for you?" as part of its financial planning series on Thursday, Oct. 25, at noon in The Hub, Bristol Campus Center.
Whether you are worried about the costs of educating yourself, your children or your grandchildren or are just an interested aunt, uncle, or friend of a child that you might want to assist with educational expenses, this is a program you will not want to miss!
Honorine Wallack, a Certified Financial Planner with A.G. Edwards & Sons, will highlight the features of 529 Plans and the questions one should ask to determine if these plans are right for you. The program will focus specifically on the tax savings and investment opportunities available through New York's College Savings Program. Honorine will also be prepared to address questions about other vehicles available for education savings. Please feel free to bring your lunch; beverages and dessert will be provided. Family members and friends are also encouraged to join us.
