JACKSON PRESENTS A POWERFUL MIX OF TAX BREAKS!
ARE YOU…planning to send a child to college? Are you starting to become concerned about how to pay for the rising cost of tuition? Don’t worry, you can learn about investing for an education by attending a FREE seminar at Bank One, 2601 Lower Huntington Road. The Free Investment Seminar is open to the public and is scheduled for Tuesday, March 26th at 6-7:30pm.
“Our seminar on March 26th will focus on two topics,” states Tamyra Jackson, Senior Investment Representative, “1. The exciting new 529 Indiana College Choice Investment Plan (allowing tax-free investing for college expenses) and 2. How to take advantage of the new tax law changes.” Tamyra is an Elmhurst High School and Ball State University Graduate. Her specialty is working with senior citizens, people preparing to retire, 401(k) rollovers and the new 529 College Choice Investment Plan.
Banc One Securities Representatives can custom-tailor a plan to fit your needs and time frame. Tamyra says she looks at the whole financial picture in order to make appropriate recommendations. “A person’s financial picture is like a jigsaw puzzle, and all of the pieces need to fit in order to make the whole picture work.” That means that she accesses a person’s risk tolerance, assets and liabilities, and makes recommendations based on the results of that assessment relative to their time frame and financial goals. “On-going client service is a crucial part of what I do. And that means meeting with my clients on a regular basis, making sure they are on pace for their goals and that their investments are appropriate.”
“I look forward to seeing you there!” says the Banc One Securities Rep. Let Tamyra’s 16 years of securities experience help you meet your financial goals. She is focused on your needs. Discuss your plans for the future on March 26th.
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