Financial Fridays in March- MESP 529 Plans

Date: Friday, March 15, 2024 | Time:  12:00-1:00pm | Location: 113 Linton Hall (479 West Circle Drive, East Lansing, MI 48823)

Event Description

Join us in person at Linton Hall to focus on your finances Fridays in March. TIAA and Richards & Addy Wealth Management of Lansing, MI bring you specialized topics to guide your financial priorities. This 4-part series will take place each Friday in March from 12-1pm and will also have a virtual option to join. For those in person, food will be provided and registration will be capped at 25 attendees. **More details to come soon on the food options**

March 15 Session: MESP 529 Plans

Saving for college? Join this presentation to learn more about our State 529 college savings program. You will learn about the benefits
of saving with a 529 and how the State of MI income tax deduction works.

We will discuss:

  • Learning about 529 plans as a college savings tool
  • The cost of college and how to plan
  • The tax advantages of 529s
  • The state of MI income tax deduction for residents

About the Speaker: Jenny Uhlar, Senior Tuition Financial Consultant, TIAA

Jennifer Uhlar is a Tuition Financing Consultant for TIAA-CREF, a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. Jennifer provides education and guidance to individuals about college savings through specialized workshops about the Michigan Education Savings Program (MESP.)

She has been in the financial services industry for over 20 years. Jennifer joined TIAA- in July of 2010.
Jennifer holds a Bachelor of Science in Business Management from Indiana University, Bloomington. As a FINRA registered representative, she holds Series 7, 63, and 65.