Wye River Upper School Speaker Series: Paying for School Tuition

Please join us on Thursday, October 7th from 6:00-7:00 pm, for a virtual presentation by Maris Beigel, a CERTIFIED FINANCIAL PLANNER TM professional, as he explains how to use funds from a 529 plan and other savings vehicles for school tuition. The presentation will cover: the different functions of education savings vehicles (529 Plans, UGMA/UTMA accounts, and the Coverdell ESA) the mechanics and potential tax benefits of these savings accounts how a financial advisor can help put education savings into perspective within a family’s larger financial picture (helping it coexist with their other financial goals) Pre-registration is required: https://www.meetup.com/Wye-River-Upper-School-Speaker-Series-Meetup-Group/events/280642743/ Please contact Tracie Spence at traciespence@wyeriverupperschool.org or at 443-262-8292 for more information. Hope to see you on Thursday, October 7th.