For Parents of Students Ages 6 – 16
Ivy Bound is pleased to expand the parent arsenal for their children’s college success! Our upcoming seminar is about College Financial Planning and our speaker is seasoned planner Jairo Lemos, Financial Advisor with Edward Jones.
The seminar covers strategies for investing money and saving money for the child’s college benefit. It highlights tax-advantaged investing and tax-advantaged savings where possible.
About Our Presenter
Mr. Lemos has worked in the financial services industry since 2010. He is currently a financial advisor with Edward D. Jones in Glastonbury CT. His prior work was three years with MassMutual Financial and nearly four years with Prudential Financial.
We convene via Zoom.us conference. No prior software is needed and parents can attend by phone if desired. Registration is free.
The seminar runs 35 minutes and we leave 20 minutes for anonymous Q & A. Parents can “chat” their questions, so their name is not attached with their circumstances.
Register online or by calling Ivy Bound at 877-975-1600. We look forward to you joining us!
Save the Date!
Date: April 29, 2019
Presenter: Jairo Lemos