Navigating the Financial and Estate Planning Challenges in Saving for College
Date: Wednesday, October 26, 2016
Time: 7:30am - 9:00am
Location: Adele's Restaurant, Carson City, NV
Speaker: Darcy K. Houghton, Esq.
Darcy will be comparing and contrasting the various tools that can be used to save for college including:
* 529 Plans - in general
* The Nevada College Savings Plan, Kick Start, & Prepaid Tuition Plan (a 529 plan)
* The Millennium Program
* Minors' Trusts
* Coverdell Savings Accounts
* Other Savings
* Assets in Trusts
Often what works best for income taxes may not work best for estate planning. And, what works best for estate planning may not help the FAFSA application.
Program approved for 1 CE credit for CFP® professionals, 1 CE credit for attorneys and cpa's.
