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College Saving and Financial Planning for Young Families

October 24 @ 6:30 PM


Brandon S. Pepe, CFP, CRPC,a financial advisor with Waddell & Reed will be our guest speaker who will offer tips and advice on saving for college and financial planning.

Topics to be discussed:

  • 529 College Savings Plans
  • Coverdell Education Savings Account
  • UGMA/UTMA
  • Other Savings Options (IRA’s, Money Markets, Stocks and Bonds)

This class is offered to our CPM families at no charge. To sign up, please complete the registration form or you may call 203-798-7661 to register. Seating is limited so please register soon.

Details

Date:
October 24
Time:
6:30 PM