Client Webinar: 529 College Savings Plans

Client Webinar: 529 College Savings Plans

Monday, June 17, 2024 at 7:00 PM ET

Hosted By: James Washington, Senior Financial Advisor, Seventy2 Capital Wealth Management
Featured Speaker: Chris Stack, Esq., Managing Consultant, Savingforcollege.com

Meeting ID: 937 2053 7047  |  Passcode: 151560  |  Join the Zoom meeting.

Join Seventy2 Capital and Columbia Threadneedle Investments for a discussion on 529 College Savings Plans, including:

  • Education investment benefits
  • Treatment of nonqualified withdrawals
  • Maintaining control over assets
  • Multi-generational opportunities
  • Estate planning
  • Protection against creditors
  • Tax mitigation
  • Future Scholar 529 Plan

 

Please send questions to info@seventy2capital.com.

 

IMPORTANT PARTICIPANT INFORMATION: The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.

Please also review the terms & conditions for the third-party website hosting the event. We do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.