Morgan Stanley “College Financial Planning” Presentation
Please call Mike at 801-322-7647 to reserve your place. Limited seating.
This presentation, by Mike Walsh and Tim Tank of Morgan Stanley Wealth Management, is a starting point for parents and students who have unanswered questions about the costs and issues associated with planning for college. It dispels common myths about sources of funds, reviews unique education planning strategies, and discusses how college financial planning fits into your comprehensive financial planning strategy. It is intended for parents and grandparents who are interested in learning how the admission process and financial planning process are connected, which may lower the cost of attendance for your student.
PLACE: Publik Coffee Roasters 975 S. WEST TEMPLE SALT LAKE CITY, UT 84101
DATE: Monday, January 12, 2015 6:30 – 8:00 pm
SPEAKERS: Mike Walsh Financial Advisor Tim Tank Financial Advisor John Cossaboom Regional Director – Virtus Investment Partners Mike Sutter Regional Vice President – MainStay Investments
HOSTED BY: Morgan Stanley 60 E. South Temple Suite 2000 Salt Lake City, UT 84111 801-322-7647 michael.walsh1@morganstanley.com
Join us for hors d’oeuvres and a discussion of different strategies.
**Please note that if you cannot attend this event in Salt Lake, Park City High School will be hosting two different Financial aid presentations in the Lecture Hall at the High School. All students and parents are welcome.
Felicia Kelson from Wells Fargo is visiting at 7pm on January 20th.
The University of Utah Financial Aid Office is presenting at 7pm on February 10th.
No comments:
Post a Comment