As loving parents — and grandparents — is there any more valuable advantage in life that we can give to the next generation than the promise of a strong education?

 

My family is a dedicated part of the Aspen tradition. My wife, Corinne, and I are committed to giving the advantage of quality and credibility that genuine learning provides. One of the best ways to help fund future learning is through an educational savings plan.

What this presentation will cover:

 

bullet point starHow do education savings plans work?

bullet point starHow is a 529 Plan different from other educational savings plans?

bullet point starWhat are the tax affects — federal and state — of a 529 Plan? Who is entitled to the benefits?

bullet point starWhat about fees, expenses and investment options?

bullet point starDoes a 529 Plan impact a child’s eligibility for financial aid?

bullet point starWhat happens to the investment if my child does not go to college?

 

Location address:

Aspen Academy
5859 S University Blvd, Greenwood Village, CO 80121