Norfolk & Plymouth Estate and Business Planning Council

 

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  • Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning - NPEPC Breakfast Round Table Discussion

Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning - NPEPC Breakfast Round Table Discussion

  • 03/10/2020
  • 8:30 AM - 10:00 AM (EDT)
  • Blumshapiro, 4 Batterymarch Park, Suite 100, Quincy, MA
  • 14

Registration

  • NPEPC Members can bring one guest free to an event but the Member must register the guest. Please email hello@npepc.org or call Headquarters 617.285.2845 for the Registration code

Register

NPEPC is excited to announce to Members...

NPEPC Breakfast Round Table Discussion 

Our Table Moderator will be: Larry Dannenberg

Larry Dannenberg is the founder and owner of College Solutions. Managing the global practice from Massachusetts since 2001, Larry is an expert in finding the right fit and in financial aid planning. He visits 30+ colleges each year. Prior to founding College Solutions, he was an executive in high technology, working for many Fortune 500 COO/Presidents. He is an expert in career planning having managed staff in nearly every area of large multinational firms. He authored the Financial Aid chapter in the “The Financial Aspects of Divorce” by the Massachusetts Continuing Legal Education and has appeared on FOX News & NPR.

Our topic will be:  Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning

The typical family will be investing between $120,000 and $275,000 per child to send their child to college. This is the largest single expense most families face. Learn how you can help them with this investment decision. Learn how UTMAs, 529s, 401Ks, whole-life, annuities, debts, personal and business assets are treated for financial aid purposes. Business ownership, divorce/separation makes the college process even more difficult. But there are opportunities if the family understands the process, which Larry will discuss.

Come join the conversation!

Get In, have a great round table discussion, get back on your way!

$15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


Norfolk & Plymouth Business and Estate Planning Council


617.285.2845

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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