February 2020 Luncheon with Linda Fernandez

February 26, 2020
11:15 AM - 1:00 PM
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Pappadeaux at La Cantera
15715 I-10 West
San Antonio, TX 78257
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Texas College Savings Plans

Linda Fernandez, Director of the Texas Comptroller’s Educational Opportunities and Investments Division

An Overview of the Texas College Savings Plans and Texas ABLE® Program

Presentation on IRC Section 529 and 529A plans offered through the Texas Comptroller’s office to save for college and qualified disability expenses. The plans are administered by the Texas Prepaid Higher Education Tuition Board chaired by Texas Comptroller Glenn Hegar with six additional members appointed by the Governor and Lieutenant Governor.

Tax-advantaged college savings plans include the Texas Tuition Promise Fund®, a prepaid tuition plan, the Texas College Savings Plan®, a direct-sold college savings plan, and the LoneStar 529 Plan®, an advisor-sold college savings plan. The tax-advantaged Texas ABLE® Program is a life-changing program for eligible individuals with disabilities to save for qualified disability expenses.

CFP CE Hours: 1 Hour Approved

Registration Fees

FPA Members  $30.00
Guests/Non-Members $40.00

Payment Options: Credit Card using online form or Pay at Door (Cash or Check). Currently the Pay at door sends an email to [email protected] Subject "RSVP for the FPA Luncheon"

 

Tickets

$30.00 FPA Members

$40.00 Guests/Non-Members

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