The College Savings Plans seminar will be held at 6:30p on Thursday, November 5, at the Lafayette Jefferson High School Lab Theater

College is one of the most significant events in a person’s life, and 529 college savings plans are one of the best ways for parents and grandparents to save for a child’s education. Join us for an educational seminar where we will review the tax benefits, investment options and additional savings options that come with the CollegeChoice Advisor 529 Savings Plan.

This is a no-cost, no-obligation seminar and is open to the public. Complimentary refreshments will be provided.

Seats are limited. Reserve your space by Monday, November 2, by calling 765.497.8847, e-mailing rsvp@purdueefcu.com, or registering at www.purdueefcu.com under “Events Calendar”.

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News via Lafayette Indiana Online

PEFCU hosts free college savings education seminar

Purdue retirees and active staff who are close to retirement are invited to attend the forum from 10-11:30 a.m. at Judi’s Catering, 101 Plaza Lane, Lafayette. No reservations are necessary.

The forum will feature a panel discussion focusing on how the changing economy affects pension benefits for Purdue retirees. Panel experts will review issues of interest related to the TIAA-CREF and Public Employees’ Retirement Fund (PERF) pension benefit programs and provide practical tips.

The discussion will be led by Frederick Ford, executive vice president and treasurer emeritus. Expert panelists will include:

• Richard Cosier, Krannert School of Management dean and Leeds Professor of Management, who will provide an overview of economic considerations that affect everyone.
• Terry Magid, executive director of PERF, who will discuss the economy’s effect on benefits provided through PERF and the fund’s financial stability.
• Adam Polacek, director of client portfolio management for TIAA-CREF, and Chris Day, director of individual client services at TIAA-CREF, who will discuss the economy’s effect on benefits provided through TIAA-CREF and TIAA-CREF’s financial stability.

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News via Lafayette Indiana Online

Forum to focus on economy’s impact on retirement savings, planning