Join us at Tower School for an evening discussing the benefits of creating a school funding strategy using a variety of tools.
We'll hear from experts:
- Andrew E. Keller, VP, Wealth Management Advisor at Merrill Lynch Global Wealth & Investment Management;
- Jeff Carter, Board Treasurer;
- Dean Sidell, Acting Head of School and CFO
We'll discuss the benefits of creating a school funding strategy using a variety of tools, including:
- 529 Plan Use for K-12 Tuition
- Tax-advantaged family gifting strategies
- Tuition Assistance
- Tower's Adeline Tower Community Scholarship
This informative event is free of charge and open to the community.
Your RSVP will help us better prepare for the evening.