Financial Planning for an Independent School Education: A Speaker Series Event

Join us at Tower School for an evening discussing the benefits of creating a school funding strategy using a variety of tools.

We'll hear from experts:

• Andrew E. Keller, VP, Wealth Management Advisor at Merrill Lynch Global Wealth & Investment Management;
• Jeff Carter, Board Treasurer;
• Dean Sidell, Acting Head of School and CFO

We'll discuss the benefits of creating a school funding strategy using a variety of tools, including:

• 529 Plan Use for K-12 Tuition
• Tax-advantaged family gifting strategies
• Tuition Assistance
• Tower's Adeline Tower Community Scholarship

This informative event is free of charge and open to the community.
Your RSVP will help us better prepare for the evening.