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DTSTART:20251029T163000Z
DTEND:20251029T173000Z
LOCATION:The University Club, 3100 Tower Boulevard, 17th Floor, Durham, North Carolina 27707
UID:2838620251029T163000ZEducation Legacy Planning - Need-To-Know Changes From The New Budget Bill
DTSTAMP:20260524T155418Z
DESCRIPTION:\nREGISTRATION IS NOW CLOSED TO ATTEND THIS EVENT. \n \nPLEASE CONTACT SHARON DIRECTLY WITH QUESTIONS \n \nOR IF YOU WOULD LIKE TO ATTEND. \n \nslassiter38@nc.rr.com \n \n \n \n THE DURHAM-ORANGE ESTATE PLANNING COUNCIL\n \nNOTE!!! \n \nDATE, DAY & TIME CHANGE \n \nFROM OUR NORMAL MEETING SCHEDULE!  \n \nPLEASE MAKE PLANS \n \nTO JOIN US ON \n \nWEDNESDAY, 10.29.2025\n \nAT\n \nTHE UNIVERSITY CLUB\n \n3100 TOWER BOULEVARD, 17TH FLOOR -- DURHAM \n \n12:30PM -- 1:30PM \n \nGUEST SPEAKER: HEIDI KING \n \nPRESENTATION TOPIC: \n \nEDUCATION LEGACY PLANNING: \n \nNEED-TO-KNOW CHANGES FROM THE NEW BUDGET BILL \n \n \n \nHeidi leads the education team for College Inside Track, an organization that helps families navigate the college process, find the right fit and get the best price at schools they are considering. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Heidi is a mom of 2 kids with very different goals for college so she is no stranger to the college search challenge.\n \n \n \nEducation Legacy Planning \n \nNeed-To-Know Changes From The New Budget Bill\n \n \n \nThe new budget bill has significantly reshaped college planning and will require new strategies for parents and grandparents. Student loan and parent loan rules for both undergrad and grad students have changed, 529 Plans have been expanded and financial aid families receive from colleges will be affected. We will explain the myriad of changes and what advisors need to know to navigate the new college planning landscape with their clients.\n
SUMMARY:Education Legacy Planning - Need-To-Know Changes From The New Budget Bill - Durham Orange Estate Planning Council 
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DESCRIPTION:Reminder
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