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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20230516T160000Z
DTEND:20230516T160000Z
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SUMMARY:Bryant Asset Management Presents: College Planning Essentials
DESCRIPTION:Bryant Asset Management is hosting an educational Zoom call on Tuesday\, May 16\, 2023 at noon\, regarding how tax-advantaged 529 Plans can help families plan for the cost of college. \n\n \n\nOn average\, college tuition tends to increase by about 8% per year. An 8% college inflation rate means that the cost of college doubles every nine years.\n\n \n\nOne of the best ways to help defer a portion of this cost is by setting up a tax-advantaged 529 plan on behalf of your future graduate (or future grandchild graduate)!\n\n \n\nWe will also be discussing how the SECURE Act 2.0\, passed by Congress in late 2022\, has now added the ability to roll over unused 529 Funds into a Roth IRA.\n\n \n\nWith all of this in mind\, we have asked a specialist from J.P. Morgan to join us to discuss College Planning Essentials that every parent or grandparent needs to know. \n\n \n\nOur speaker will be Kristia A. Adrian\, vice president\, and 529 Specialist for J.P. Morgan Asset Management. In her role\, Kris travels throughout the country to educate the public on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus\, OH.\n\n \n\nClick here to Register for the Zoom Meeting: https://zoom.us/j/97127404927?pwd=ZVRsMFBuRWpRVU81SldvcFdXd0lhQT09\n\n \n\nOR Dial in on 5/16/23 at Noon:\n\n \n\nDial-In Number: 470 250 9358         \n\nMeeting ID: 971 2740 4927\n\nPasscode: 995703\n\n \n\n*Please note we will NOT be recording this meeting.\n\n \n\nThe fees\, expenses\, and features of 529 plans can vary from state to state. 529 plans involve investment risk\, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax-free\, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient's marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence\, you may lose any state tax benefits. 529 plans are subject to enrollment\, maintenance\, and administration/management fees and expenses
X-ALT-DESC;FMTTYPE=text/html:<span style="font-family:arial\,sans-serif\;">Bryant Asset Management is hosting an educational Zoom call on Tuesday\, May 16\, 2023 at noon\, regarding how tax-advantaged 529 Plans can help families plan for the cost of college. </span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">On average\, college tuition tends to increase by about 8% per year. An 8% college inflation rate means that the cost of college doubles every nine years.</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">One of the best ways to help defer a portion of this cost is by setting up a tax-advantaged 529 plan on behalf of your future graduate (or future grandchild graduate)!</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">We will also be discussing how the SECURE Act 2.0\, passed by Congress in late 2022\, has now added the ability to roll over unused 529 Funds into a Roth IRA.</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">With all of this in mind\, we have asked a specialist from J.P. Morgan to join us to discuss College Planning Essentials that every parent or grandparent needs to know. </span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">Our speaker will be Kristia A. Adrian\,&nbsp\;vice president\,&nbsp\;and 529 Specialist for J.P. Morgan Asset Management. In her role\, Kris travels throughout the country to educate the public on college planning and The Advisor-Guided 529 Plan using&nbsp\;College Planning Essentials. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus\, OH.</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">Click here to Register for the Zoom Meeting: <a href="https://urldefense.com/v3/__https:/zoom.us/j/97127404927?pwd=ZVRsMFBuRWpRVU81SldvcFdXd0lhQT09__\;!!FJHKqY2EgyjjgA!Ww_2JnVy6yCgtY8PHyBFydoSlvV159QKlJaHLLazfIV1hgf_FMZ7z8GP_Hy7xVj-u4kbaSz2lYmx8WlDMikgAR5t$">https://zoom.us/j/97127404927?pwd=ZVRsMFBuRWpRVU81SldvcFdXd0lhQT09</a></span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">OR Dial in on 5/16/23 at Noon:</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">Dial-In Number: 470 250 9358 &nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span><br />\n<span style="font-family:arial\,sans-serif\;">Meeting ID: 971 2740 4927</span><br />\n<span style="font-family:arial\,sans-serif\;">Passcode: 995703</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">*Please note we will NOT be recording this meeting.</span><br />\n&nbsp\;<br />\n<span style="font-family:arial\,sans-serif\;">The fees\, expenses\, and features of 529 plans can vary from state to state. 529 plans involve investment risk\, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax-free\, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient&rsquo\;s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence\, you may lose any state tax benefits. 529 plans are subject to enrollment\, maintenance\, and administration/management fees and expenses</span>
LOCATION:Virtual
UID:e.1354.7806
SEQUENCE:3
DTSTAMP:20260913T004636Z
URL:https://business.bethlehemchamber.com/events/details/bryant-asset-management-presents-college-planning-essentials-7806
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END:VCALENDAR