Broker Check
28 March
College Education & the Financial Aid Process

Description

Want to learn more about financial aid and college savings?

Understanding the Financial Aid Process and College Savings Solutions can help. This comprehensive presentation covers:
  • The “ins and outs” of financial aid
  • Ways to save for college
  • Value of a good 529 College Savings Plan.

I hope you and a guest will accept this invitation to attend.

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.

Not FDIC Insured | May Lose Value | No Bank Guarantee
© 2016 Franklin Templeton Distributors, Inc.
529 INVFA 08/16

Date and Time

Sat, Mar 28, 2020

10:00a - 12:00p PST

Location

Sesnon House at Cabrillo College

6500 Soquel Dr.
Aptos, CA 95003

Note

McPherson Room Parking in front of Sesnon House

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