Join Us for Our Educational Event Series: Coffee with Crossan
Sit down in an inviting, comfortable, warm setting to discuss short- and long-term goals with YOUR best interest top of mind.
Join us in person or via live video on your phone or computer.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Understanding Education Savings /
529 Plans
Wednesday, July 16th | 12 pm - 1 pm
Guest Speaker: Tara Denk | Franklin Templeton
529 Plans are educational savings plans which enable you to help clients save for a loved one's education, while potentially saving on taxes. Clients can contribute to plans as the child grows, and with the tax-free growth potential inherent to 529 Plans, may eventually increase their overal savings to help fund the beneficiary's education.
Planning for Long Term Care
To Be Announced
Long Term Care (LTC) goes beyond medical care to include all the assistance you need if you ever have a chronic illness or disability that leaves you unable to care for yourself for an extended perod of time (longer than 90 days),
Medicare
To Be Announced
What's new and important with Medicare? Are you capping what you pay for prescription drugs? Negotiating drug prices can be accomplished. Meeting your healthcare needs is a necessity.