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Planning for Your Child’s Education

Do you have children for whom you have yet to consider paying for education?  Are you thinking your children are young enough and there is plenty of time?  Do you think it’s too late?  Will you qualify for financial aid, and if not, how are you going to pay for it?  Do you have an obligation to pay for it?  Are you a step-parent who thinks your income or assets are not part of the financial aid equation?

Do you have clients with children who are facing these issues? If you have these or other questions about planning for your child’s education, this seminar is for you. Light food and refreshments will be provided. Our discussion will highlight:

  • Expectations or Contribution to Education
  • Financial Aid Options and Qualification
  • Investment Vehicles to Save for Education
  • Estate Planning Implications of Saving for Education
  • Special Family Considerations including Divorce and Blended Families
  • Recommendations and Techniques to Maximize the Plan for Your Child’s Education

SPEAKERS

  • Angela Titus McEwan, Esquire, Partner, Archer P.C. (Moderator)
  • Amy Leis, AWMA, CRPC, Financial Advisor, Janney Montgomery Scott
  • Craig Westman, Associate Chancellor for Enrollment Management, Rutgers University
  • Stephanie Zane, Esquire, Partner Archer P.C.
WHEN
Thursday March 3, 2016 from 3:45 PM to 6:30 PM EST
3:45 PM Registration and Networking
4:00 Program
WHERE
Tavistock Country Club
100 Tavistock Lane
Haddonfield, NJ 08033

AGENDA

3:45 – 4:00 PM – Registration and Networking
4:00 – 4:05 PM – Introductions
4:05 – 4:25 PM – Expectations for Contribution to Education and Financial Aid Options and Qualification
4:25 – 4:45 PM – Investment Vehicles to Save for Education
4:45 – 5:05 PM – Estate Planning Implications of Saving for Education
5:05 – 5:25 PM – Special Family Considerations including Divorce and Blended Families
5:25 – 6:15 PM – Family Case Scenarios
6:15 – 6:30 PM – Questions & Answers

EDUCATION CERTIFICATIONS:
New Jersey CLE: 3.0 credits requested (General)
Pennsylvania CLE:  2.5 credits requested (Substantive)
NJ CPE – 3.0 credits (In accordance with the regulations of the New Jersey State Board of Accountancy)

PRESENTED BY:

Archer P.C.
Archer in partnership with its Women Lawyers’ Network is proud to present this program. Archer is a full-service law firm dedicated to creating value for our clients by providing high-quality, expert legal work and excellent service while controlling their legal expenses. We deliver value by building strong relationships with our clients—relationships that help us understand the environment in which our clients operate, the goals they seek to accomplish, the results they want to achieve, and the challenges we must meet together. This approach to the practice of law has enabled us to grow to a firm of more than 175 lawyers in Pennsylvania, New Jersey, Delaware and New York. For more information about our firm, visit www.archerlaw.com.

Janney Montgomery Scott LLC
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service, financial services Firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, the fifteenth largest mutual insurance company in the nation based on capital, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. www.janney.com

Rutgers-Camden

A regional focus and a global outlook. All the prestige and resources of Rutgers, all the vitality and opportunity of the metro Philadelphia region, all at Rutgers–Camden. As the southernmost campus of Rutgers, we deliver the academic heft you’d expect from this powerhouse public research university. And we focus that energy—in teaching, research, and civic engagement—within the greater Delaware Valley. www.camden.rutgers.edu

For more information and to register, visit: http://events.r20.constantcontact.com/register/event?oeidk=a07ec68iz8i53175073&llr=n6xbr9cab