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College Planning Seminar June 28th at 6:30pm

By Fraser Soccer Club, 05/17/18, 9:15PM EDT


College is expensive, that is a no brainer, how can you start planning now.

Fraser Soccer Club friends and families, as a club we are committed to serving our community and our members.  We have an opportunity to provide complimentary educational services to our to you, so we would like to invite you to a college funding work shop at the clubhouse on Thursday June 28th at 6:30pm.


Funding Your Child’s College Education

With the average cost of tuition and fees at a four year college (public or private) increasing significantly on an annual basis, it is never too early to start to save.  In addition to providing funds to pay for an education, in this seminar we will also explore the tax benefits, financial benefits and planning benefits to be found with proper planning.  We will spend time discussing planning ideas, such as using your personal savings and investment for education funding, through the use of techniques that can help you identify and try to manage risks which can prevent you from achieving your overall savings goal.

In this seminar you will learn:

  1. The pros and cons to making outright gifts to children and/or grandchildren
  2. The use of UGMA/UTMA custodial accounts
  3. Coverdell education savings accounts
  4. The benefits and limitations of a Section 529 Plan
  5. How to put it all together and select the right funding/accumulation strategy for you
  6. How life insurance can be a powerful tool in planning for a child’s education
  7. Finally, we will put it all together and go through a case study


Presented by: Kurt Davis

Event Date: Thursday June 28, 2018

Venue:  FSC Clubhouse 34750 Klein, Fraser MI 48026

Registration Time: 6:15 PM

Presentation Time: 6:30 PM

Seating is limited. Please RSVP no later than Wednesday, June 27, 2018

Contact Fletcher Price at 248-495-5999

or emailing today.

We recommend that spouses attend and invite you to share this invitation with colleagues or friends.

Please register to attend the event using the button below.

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The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives