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Bankwell in New Canaan presents Free Back-to-Back Seminars on 529 College Savings Plans and Social Security Updates

Thursday, November, 10, 2016 @ 10:30 am - 1:30 pm

As part of an ongoing effort to provide value to the community, Bankwell in New Canaan will host two free back-to-back seminars on Thursday, November 10th at the bank’s 208 Elm St. branch. The seminars will be presented by Dave Piersol, a Financial Advisor at Edward Jones in Darien.

The first seminar, themed “College: Getting There from Here,” is designed to help parents and/or grandparents establish a college savings goal for a child and strategies to help achieve the goal with the features and benefits of 529 College Savings Plans. The seminar will run from 10:30-11:30 and refreshments will be provided.

The second seminar, themed “Social Security: Your Questions Answered,” will discuss ways to maximize Social Security benefit amounts for the individual and spouse based on age, life expectancy, employment and need, and also with respect to the new rule changes enacted by Congress. This seminar will take place from 12:30-1:30 and will include a light lunch.

Interested parties may attend one or both events, each of which is limited to the first 25 people who RSVP. To RSVP, interested parties are asked to contact Lucy French at Bankwell at (203) 659-7619 or lfrench@mybankwell.com.

Bankwell is a local community bank that serves the banking and lending needs of residents and businesses throughout Connecticut. More about Bankwell can be found at www.mybankwell.com.

Details

Date:
Thursday, November, 10, 2016
Time:
10:30 am - 1:30 pm
Event Tags:

Organizer

Bankwell
Email:
dknetzger@mybankwell.com

Venue

Bankwell
156 Cherry Street
New Canaan, CT 06840 United States
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