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Events & Seminars

College Planning Essentials Seminar

Make the most of your finances while planning for college

Join us to learn why planning for college early is more important than ever before. Get a better idea of what to expect from financial aid and disucss strategies to accumulate more money for college while reducing potential estate, gift and income taxes with a 529 plan. Topics include, but are not limited to:

  • College Costs: The four-year college and community college options

  • The Financial Aid Reality Check: The facts about athletic scholarships and the burden of debt

  • Savings and Investing: Compare college savings vehicles and how small investments help meet large goals

Speaker: Michael Valeant Vice President, J.P. Morgan Asset Management 

Michael Valeant has more than 18 years of experience in the investment mangement and financial services industry. In his current role he communicates the investment philosophy and market insights of J.P. Morgan Asset Manangement to financial advisors and their clients.

Thursday, July 25, 2019

06:00 PM - 07:30 PM


1000 Corporate Drive

Westbury, NY 11590