BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20050629T220000Z
DTEND:20050629T220000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Saving for College Using the New IRS Section 529 College Savings Plan Accounts
DESCRIPTION:"What You Need to Know About Section 529:  The Gift Plan   A New Way to Invest for the Future" Wednesday\, June 29\, 2005 Topic Overview: THE PROBLEM: |   Americans will spend $3 trillion on college tuition between now and 2020 |   By 2020\, a four-year college will cost $130\,000 to $320\,000 |   75% of individuals polled feel there is no way they can cover college expenses THE PROGRAM:            Qualified State Tuition Program Defined       Prepaid Plan       Savings Plan                   529 Gift Plan |   Dedicated college planning tool |   Tax-deferred growth  (10% Non-qualified withdrawal penalty) |   No participant income limits |   Contributions up to $120\,000 per beneficiary |   Control of assets until pay-out |   Estate planning benefits |   Professional asset management/asset allocation  THE SOLUTION:         529 Gift Plan Advantages |   Use your investment at almost any accredited post-secondary school in the U.S. |   Enjoy tax-deferred earnings growth and tax-advantaged withdrawals. |   Remove assets from your estate but retain control: change beneficiaries or even make non-qualified withdrawals.     Presented By: Anthony Gambacorta\, Chief Investment Officer      Preswick Capital Management\, LLC
X-ALT-DESC;FMTTYPE=text/html:"What You Need to Know About Section 529:  The Gift Plan   A New Way to Invest for the Future" Wednesday\, June 29\, 2005 Topic Overview: THE PROBLEM: |   Americans will spend $3 trillion on college tuition between now and 2020 |   By 2020\, a four-year college will cost $130\,000 to $320\,000 |   75% of individuals polled feel there is no way they can cover college expenses THE PROGRAM:            Qualified State Tuition Program Defined       Prepaid Plan       Savings Plan                   529 Gift Plan |   Dedicated college planning tool |   Tax-deferred growth  (10% Non-qualified withdrawal penalty) |   No participant income limits |   Contributions up to $120\,000 per beneficiary |   Control of assets until pay-out |   Estate planning benefits |   Professional asset management/asset allocation  THE SOLUTION:         529 Gift Plan Advantages |   Use your investment at almost any accredited post-secondary school in the U.S. |   Enjoy tax-deferred earnings growth and tax-advantaged withdrawals. |   Remove assets from your estate but retain control: change beneficiaries or even make non-qualified withdrawals.     Presented By: Anthony Gambacorta\, Chief Investment Officer      Preswick Capital Management\, LLC 
LOCATION:BLSJ Cherry Hill\, NJ 08034
UID:e.9292.1442
SEQUENCE:3
DTSTAMP:20260421T020715Z
URL:https://members.blsj.com/events/details/saving-for-college-using-the-new-irs-section-529-college-savings-plan-accounts-06-29-2005-1442
END:VEVENT

END:VCALENDAR