Past Event

The ABCs of Funding Education — for this Generation and the Generations to Come

American Bankers Association
  • Date & Time
  • Location

    Online

  • Event Type
    Webinar
  • Additional Information
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Tom Abendroth will present on the “The ABCs of Funding Education — for this Generation and the Generations to Come,” on April 6, 2023.

Tom and his co-host will discuss methods to fund educational expenses during life and after death, and offer tips for crafting and implementing standards of distribution, depending on the types of educational expenses to carry out the settlor’s intent.  A survey of investments options, including 529 plans, custodial accounts, education IRAs, and others will be reviewed, as well as the impact of planning on financial aid, FAFSA, and related programs.

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