Learn more about 529 and receive CFP or CPA credit

Date: Tuesday, October 18, 2011
Time: 8:00 AM - 10:00 AM
Location: Hilton Garden Inn, Town Center Boulevard, just off Rt. 100 in Palm Coast Exit 284 of I-95
Speaker: Ryan C. van Weezel, CRPC

Ryan C. van Weezel CRPC ®
529 Specialist- Southeast
John Hancock College Savings

CE Presentation:
Learn more about 529 and receive CFP or CPA credit
This advanced planning discussion will include:
■■ An evaluation of 529 savings plans and other college savings vehicles
■■ A look at state tax benefits
■■ A comparison of UGMA/UTMA accounts to 529 savings plans
■■ A discussion regarding financial aid and estate planning issues
 

Ryan's Website:  John Hancock Freedom 529

Bio:
Ryan van Weezel is the Director for John Hancock College Saving Plan sales for the Southeast. He is responsible for sales growth and 529 savings plan education in FL, GA, NC, SC, AL, TN, KY and MS. Ryan is a graduate of Johnson & Wales University. He started his career at John Hancock (Manulife) in 2005, holds his 6, 7, 63 and MA insurance licenses. Ryan is a Charter Retirement Planning Counselor (CRPC) as well as an Accredited Investment Fiduciary (AIF) certification. Ryan currently resides in South Boston, MA.

 

Cost: $15- If you schedule a seat and then need to cancel, you must cancel by 12:00 noon on October 17th or you will be charged

RSVP: Kirstin Moore kwynnmoore@clf.rr.com or 386-677-9464
Erin Wynn Masters, CFP, CDFA
Vice President & Program Chair - Estate Planning Council Fun Coast

 

See Upcoming Event Calendar