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Financial seminar: College Planning & Estate Planning

Tuesday, October 17, 2023 @ 6:30 pm - 7:30 pm EDT

This class will help participants to start thinking about the cost of college and how they will help their child pay for it when the time comes. It covers the exorbitant rise in college costs, ways to reduce the overall cost, and college funding strategies. The second half of the class covers the basics of estate and legacy planning. It’s designed to help those who have not yet developed an estate plan or are just in the beginning stages.

Presented by Scott Stern, financial advisor with Delaware Valley Advisors. Scott has 16+ years of sales management experience before transitioning to the financial services industry. He graduated from Jefferson University with an MBA. Scott focuses on the financial future his clients want to create for themselves and their families. He is constantly learning and applying the most up to date ideas and strategies giving his clients a fully coordinated plan while educating and motivating them as they move forward in achieving their goals.

Details

Date:
Tuesday, October 17, 2023
Time:
6:30 pm - 7:30 pm EDT
Event Category:

Location

Board Room

Contact

Jennifer Tyson
Email
jtyson@mclinc.org