A Presentation on the 529 College Funding Plan New Horizon Financial Corp. 320 Palisade Avenue Bogota, NJ 07603 201-489-1118 www.newhorizonfinancial.com.

Slides:

Advertisements

Similar presentations

College Planning: Easing the Financial Burden Advice from CPAs.

Advertisements

Plan Your Rollover Strategy Understanding Your Distribution Options Louis Ventura, Insurance & Financial Services 6 Centerpointe Drive Suite 600, La Palma,

Prepared by George Oviedo 320 Palisade Avenue Bogota, NJ Tel: Fax:

Manulife College Savings The Multi-Managed Way to Save For College Phone: Bailey & Beatty.

Take Charge of Your Money when you leave your job LFD [Presenter's Name] [Presenter's Title] [Presenter's Firm Information] [Date of Presentation]

A Presentation on the 529 College Funding Plan through Payroll Deduction New Horizon Financial Corp. 320 Palisade Avenue Bogota, NJ

1 Investing for College Financial Planning for Women Jean Lown, FCHD Dept., USU Tiffany Smith, student.

INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title.

The Problem Real estate agents have historically struggled to set aside money for both quarterly taxes and retirement when faced with issues like.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Saving for College with CollegeAdvantage CollegeAdvantage Helps Put College within Reach OASFAA/OCAN Conference Judy Cunningham, PR Manager The Ohio Tuition.

PRESENTATION INSTRUCTIONS Before you finalize your presentation:  Delete Slide 1 (Instructions).  You can either paste a client logo on Slide 2 (Title.

National Association of Student Financial Aid Administrators Presents… © NASFAA 2010 Filling the Piggybank: Saving for College.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

Participation in all aspects of the Advantage Care Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

YOUR PATH TO FINANCIAL SECURITY Name, title, designation(s) The Principal Financial Group  Date.

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Presentation transcript:

A Presentation on the 529 College Funding Plan New Horizon Financial Corp. 320 Palisade Avenue Bogota, NJ Why a 529 for You

“The great aim of education is not knowledge, but action.” Herbert Spenser ( ) “If you think education is expensive, Try Ignorance!!!” Andy McIntyre Quotes

Start Early

What Is A 529 College Savings Plan? It’s a qualified tuition plan operated according to section 529 of the Internal Revenue Code that allows contributors to take advantage of generous tax breaks while saving for a designated beneficiary’s future education.

Benefits to Contributors No Federal Income Taxes on Growth of Funds Absolute Control Over the Account Flexible Beneficiary Criteria Low Minimum Enrollment, High Contribution Limit Asset Allocated Models Available

The Road to a Solid Education

Why New Horizon Financial? New Horizon Financial is a investment firm that prides itself on its relationship with their clients. We know that SERVICE is important to your family! We know that SERVICE in important to our business!

Other Services We Provide Retirement Plans for Small to Medium Sized Businesses Mutual Funds Annuities Workshops for Rollover Investing Individual Retirement Accounts

Results

For any questions or comments please call (201) Thank you from New Horizon Financial 320 Palisade Avenue Bogota, NJ

Disclosures *Securities offered through Cadaret, Grant & Co., Inc. Members NASD and SIPC 110 West Fayette Street Syracuse, NY New Horizon Financial and Cadaret, Grant and Company are separate entities