Financial Planning for an Independent School Education: A Speaker Series Event

Financial Planning for an Independent School Education: A Speaker Series Event

Join us at Tower School for an evening discussing the benefits of creating a school funding strategy using a variety of tools.

We'll hear from experts:

  • Andrew E. Keller, VP, Wealth Management Advisor at Merrill Lynch Global Wealth & Investment Management;
  • Jeff Carter, Board Treasurer;
  • Dean Sidell, Acting Head of School and CFO

We'll discuss the benefits of creating a school funding strategy using a variety of tools, including:

  • 529 Plan Use for K-12 Tuition
  • Tax-advantaged family gifting strategies
  • Tuition Assistance
  • Tower's Adeline Tower Community Scholarship

This informative event is free of charge and open to the community.
Your RSVP will help us better prepare for the evening.

When: 
Thursday, October 17, 2019, 6:30−8:00 pm

Location: 
Tower School
Prices: 
Free
Phone: 
781-631-5800
Email: 
hello@towerschool.org
Link(s): 
Financial Planning for an Independent School Education: A Speaker Series Event
Marblehead
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