Lunch and Learn: Navigating the Road to College
Date: Thursday May 19, 2022
Time: 12:15 - 12:45pm (CDT)
Learn how to put the college puzzle together. We'll discuss three critical topics:
- Financing College Education - Financial Aid, Borrowing, Scholarships, Grants
- A "student action" plan for high school - Ideas for your student
- Key planning considerations.
Guest Speaker: Putnam Investments
Putnam Investments is not affiliated with American Portfolios nor Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification.
Potential investors of 529 plans may get more favorable tax benefits from 529 plans sponsored by their own state. Consult your tax professional for how 529 tax treatments and account fees would apply to your particular situation. To determine which college saving option is right for you, please consult your tax and accounting advisors. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.