529 Plans. A Closer Look At A Versatile Solution

Date: Tuesday, March 5, 2019
Time: 7:30am - 9:00am
Location: Saddleback Memorial Hospital Boardroom
Speaker: Steven Takeda CIMA®, SVP Morgan Stanley

Our speaker this month is Stephen Takeda, CIMA®, Senior Vice President & Portfolio Management Director at Morgan Stanley. Stephen has been a financial advisor for over 30 years. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

He will be discussing saving for college, 529 plans, and the unique benefits and advantages of using them in estate planning.

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