- Tuesday May 14, 2019
- Start Time: 11:00AM
- End Time: 1:00PM
- Rookwood Tower 3805 Edwards Road 3rd Floor Conference Room Cincinnati, OH 45209
- Presented by: Timothy, Gorrell
The 411 on Ohio’s 529 College Savings Plan
Learn about Ohio’s 529 College Savings Plan and how it works. Learn how you as a financial planner can help your clients be better prepared for their children’s future college education. We will explore topics such as the power of tax-free growth, how to open a 529 Account, how much should be saved, your options for investments, the affects on students and financial aide, as well as the use for the future.
Pending 1hr CE for CFP, Ohio and Kentucky Insurance
Cincinnati Location:
Rookwood Tower
3805 Edwards Road
3rd Floor Conference Room
Cincinnati, OH 45209
Dayton Simulcast Location:
40 N. Main Street
Suite 2100
Dayton, OH 45423
Upon registering, please select the Cincinnati or Dayton option
Time:
11:00am – 1:00pm
11:00am – registration & networking
11:30am – presentation & lunch
12:45pm – networking
Cost:
Members – FREE!*
Nonmembers – $35
Non Member Students – $10
Registration includes lunch!
*Please Note: Members must cancel by Friday, May 10th at noon or they will incur a $15 charge.