Webinar – Coverdell Education Savings Account (ESA)—Unlocking the Future

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Coverdell Education Savings Account (ESA)—Unlocking the Future

This webinar took place on 11/21/2023, but you can watch it below.

Contact Us with any questions.

Do you want to ensure your child’s education has a promising future? In this free webinar, you’ll learn essential information and hear case studies to help you understand the benefits of a Coverdell education savings account (ESA). This tax-sheltered account is a powerful alternative to 529 savings plans, allowing the ability to invest in alternative assets to grow wealth for qualified education costs.

Advanta IRA’s Reneika Lightbourne explains:

  • Alternative investments permissible in Coverdell education savings accounts.
  • Who can make contributions.
  • How ESAs work and what expenses the funds cover vs. what 529 plans allow.
  • How self-directing these accounts can increase your saving potential for your child’s education costs.

Parents, grandparents, and anybody else with an interest in education for a loved one are all welcome and encouraged to attend.

About the Presenter

Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Reneika Lightbourne is a recognized self-directed IRA expert, a business development professional at Advanta IRA, and a recipient of the esteemed Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Reneika started investing in alternative assets in 2014 and quickly realized the upside of this investment class. In 2017, she implemented self-directed IRA investing and became an Advanta IRA client. She wholeheartedly believes every American should take control of their retirement funds with a self-directed IRA, so she joined the Advanta IRA team to spread the word. With a passion for a diversified portfolio, Reneika has invested in private equity, real estate, digital assets, and private lending.

Details

Date:
November 21, 2023
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Coverdell Education Savings Account (ESA)—Unlocking the Future

This webinar took place on 11/21/2023, but you can watch it below.

Contact Us with any questions.

Do you want to ensure your child’s education has a promising future? In this free webinar, you’ll learn essential information and hear case studies to help you understand the benefits of a Coverdell education savings account (ESA). This tax-sheltered account is a powerful alternative to 529 savings plans, allowing the ability to invest in alternative assets to grow wealth for qualified education costs.

Advanta IRA’s Reneika Lightbourne explains:

  • Alternative investments permissible in Coverdell education savings accounts.
  • Who can make contributions.
  • How ESAs work and what expenses the funds cover vs. what 529 plans allow.
  • How self-directing these accounts can increase your saving potential for your child’s education costs.

Parents, grandparents, and anybody else with an interest in education for a loved one are all welcome and encouraged to attend.

About the Presenter

Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Reneika Lightbourne is a recognized self-directed IRA expert, a business development professional at Advanta IRA, and a recipient of the esteemed Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Reneika started investing in alternative assets in 2014 and quickly realized the upside of this investment class. In 2017, she implemented self-directed IRA investing and became an Advanta IRA client. She wholeheartedly believes every American should take control of their retirement funds with a self-directed IRA, so she joined the Advanta IRA team to spread the word. With a passion for a diversified portfolio, Reneika has invested in private equity, real estate, digital assets, and private lending.