Edelstein Hosts Lunch & Learn with Atlas Wealth Strategies and MEFA
Last week, we hosted a Lunch & Learn with Atlas Wealth Strategies and MEFA. Edelstein’s Tax Partner, Kate Rooney was joined by John Galego and Michelle Hallenbeck from Atlas Wealth Strategies, and Julie Shields-Rutyna from MEFA. John and Michelle talked about the life cycle of what a client goes through to plan for education from a wealth strategy perspective. Julie discussed saving for college, financial aid, savings through the ABLE program, and student loans (financing, repayment, and refinancing). Then, Kate shared how all of these pieces impact our clients tax implications and how we can provide guidance to ensure that all rules and laws are being followed accordingly.
If you are curious about education savings and planning for high net worth individuals, please call Kate Rooney at 617-227-6161 or email her at firstname.lastname@example.org.