Redwood Shores, CA (PressExposure) May 11, 2011 -- Simple steps to be tax-smart and to increase financial aid options even for the affluent.
Connor Wealth Management, a new Redwood Shores-based company, announced today that it will be presenting a seminar on financing college education at the Peninsula Covenant Church on Tuesday, May 24th at 7:15pm in Room 20.
"With the rising costs of education it is a must for parents today to be tax-smart," said Tim Connor, President of Connor Wealth Management.
"I am very passionate about college education and too often I hear that parents are unable to contribute to their child's education as they had hoped. Through seminars like this one, I hope to educate parents how tax-smart strategies can have big payoffs. And more importantly, that it is never too early and never too late to act."
The seminar will focus on proven tax-planning strategies for financing your children's or grandchildren's college education. Simple steps to increase financial aid options even for the affluent.
"After checking with others, I found many were neither clear nor aware of any clear options.", added David Chung, a client of Connor Wealth Management, "Dr. Connor's breadth and understanding provided more options than I thought possible."
This seminar will discuss tax-smart options like 529, Real Estate Investments and life insurance policies. "There are many options out there," states Tim Connor, a former economist with the U.S. Department of Health, Education & Welfare, Washington DC, "most people just need to be educated on their options."
ABOUT CONNOR WEALTH MANAGEMENT: At Connor Wealth Management we have honed our skills in academia, government, and by providing advice to the largest financial institutions worldwide. Very few companies in the world have the breadth of experience in all the major facets of finance. Uniquely serving our high net worth clients, our firm specializes in developing extremely unique and personally designed plans involving a broader set of investment products and strategies. These products and strategies include investments that will never lose value; safe alternatives to conventional thinking; and in some cases, are tax-free. Our customized plans are tailored to successfully achieve your lifestyle goals and most important to us, our plans are ones that you can easily understand. One meeting will show you why we are different.
To Learn more Visit: http://www.ConnorWealthManagement.net