College Planning Crash Course

During this presentation we will discuss topics including but not limited to: -529 plan overview -UGMA/UTMAs and Coverdell ESAs -In-state versus national 529 plans -Financial aid -American opportunity and lifetime learning tax credits -Estate planning -529 features and benefits. 

We are Financial Advisors in Latham, New York with Cetera Investors, a company dedicated to enhancing the delivery of financial advice through an Advice-Centric Experience® to individuals, families and business owners in communities across America. We work with all types of people to help plan their financial legacy, taking into account the long view with fresh thinking and a personalized approach. We will help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy