February 21, 2018 to February 21, 2018
07:00 PM until 08:00 PM
Heritage Hall will host an information night for the community on Wednesday, February 21 to present details about recent tax changes affecting 529 Savings Plans.
Certified Financial Planner Kendall King, CEO of Castleview Wealth Advisors in Oklahoma City, will discuss new federal legislation that expands 529 college savings accounts to include tuition expenses for elementary or secondary schools, including private or religious schools.
Effective January 2018, provisions related to the expanded 529 savings plans will now allow the plan’s owner to withdraw up to $10,000 per year, per beneficiary, for qualified K-12 tuition expenses.
Following a brief presentation, King will accept questions from guests.
The public is welcome and encouraged to attend. Admission is free.
LocationHeritage Hall Upper School Lecture Hall View map
1800 NW 122nd Street,
Oklahoma City, OK 73120, US