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Education Planning

What will your educational expenses be?  You can put education planning in context with your other savings, such as retirement planning, so you are prepared to meet your future education expenses when they arrive.  Depending on your situation, you may or may not benefit from setting up individual education accounts.  With our guidance, you will get well-informed guidance through the pros and cons of education financing, including the ramifications of Section 529 savings plans and Coverdell education savings accounts.

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Chief Compliance Officer, Tonya Borders, Attends Conference14-Oct-2011

Our Chief Compliance Officer, Tonya Borders, CPA, attended the Ascendant Compliance national con..

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