Broker Check
21 May
May's Client Education Series - 529's Plans Myths and Misconceptions


In terms of biggest financial goals, saving for a child’s or grandchild’s education has been found to be second only to saving for retirement.  For families with young children and for grandparents, helping their loved ones achieve the goal of higher education is a top priority.  For retirement and education, it’s never too early or too late to start saving for both.  In May our Client Education Series will focus on 529’s and will hopefully clear up some of the myths and misconceptions about this powerful tool.

Date and Time

Tue, May 21, 2024

12:00p - 12:30p EST


Zoom Meeting


Event Registration