• The “ins and outs” of financial aid
• Ways to save for college
• Value of a good 529 College Savings Plan.
  
  

Ercilia Donnelly is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Zuk Financial Group and Valley Wealth Strategies are separate entities from LPL Financial.

Investors should carefully consider mutual fund and/or college savings plan investment goals, risks, charges and expenses before investing. To obtain a mutual fund summary prospectus and/or prospectus or 529 plan disclosure document, which contain this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the principal distributor of Franklin Templeton’s U.S. registered mutual funds and the manager and underwriter for a 529 plan at (800) DIAL BEN/342-5236 or visit franklintempleton.com. You should read the mutual fund prospectus and/or 529 plan disclosure document carefully before investing or sending money and, with respect to 529 plan investments, consider whether your, or the beneficiary’s, home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.

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529 INVFA 08/16