Come learn ways to protect and expand your finances with free monthly workshops led by Shannon Scott from Merrill Lynch.
Learn ways to pursue your education planning goals. This class is for individuals who may have education funding needs for a child or grandchild. Topics we'll cover are life priorities, gifting rules, and available education funding options such as loans and tax-advantaged investing options (Section 529 plans and UGMA | UTMA custodial accounts).
Presented by: Shannon Scott, CPFA (Certified Plan Fiduciary Advisor), Financial Planner, Merrill Lynch Wealth Management
The Millhopper Branch Library provides access to resources and services in Northwest Gainesville and surrounding areas.