College Funding Presentation – This class is suitable for parents and grandparents who are concerned about college funding for their children or grandchildren and for Maine residents who have student loans. Understand the cost of attending college and how to fund it. Learn different types of college funding accounts and Federal education tax credits. How to take advantages of Maine’s generous matching grants and Maine student loan tax credits. There will also be questions and answers session at the end of the presentation.
TAK Advisory LLC Laongdao “Tak” Suppasettawat, CFP®, CPA President
190 Two Lights Road Cape Elizabeth, ME 04107 207-799-2010 207-415-2073 email@example.com www.takadvisory.com
Tak is the president and founder of TAK Advisory LLC. Tak provides independent, fee-only financial planning and investment management services to individuals, trustees, and conservators. Tak is committed to operating at the highest level of integrity, accessibility, and knowledge. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind.
Tak, a licensed Registered Investment Advisor, a CERTIFIED FINANCIAL PLANNERTM and a Certified Public Accountant, has more than twenty years of experience working in the global financial services industry. Tak graduated with a Bachelor of Science degree in Accounting and Finance (Magna Cum Laude) from the University of Southern Maine.
In Maine, Tak worked as an investment representative for Fidelity Investment, as a financial advisor for Merrill Lynch and as a tax accountant at Baker Newman Noyes.
Tak conducts public seminars on investment, estate, and financial planning and serves on the University of Southern Maine’s Board of Visitors.
Tak lives in Cape Elizabeth, Maine with her husband, Fred Thomas and a daughter, Nina Thomas. Tak enjoys healthy living and music.
TAK Advisory LLC is a Registered Investment Advisor. Additional information about TAK Advisory is also available on the Securities and Exchange Commission website at www.advisorinfo.sec.gov. TAK Advisory and its employee do not provide tax or legal advice, do not guarantee future returns, performance or success of their recommendations. Investments are subject to various risks, including but not limited to risk of loosing principles. Tak Advisory LLC may only conduct business in those states in which it is registered, or qualified for an exemption or exclusion from registration requirements.