Broker Check
09 Dec
Giving the Gift of Education- Learn how to take advantage of a 529 plan

Description

Hosted by: Turning Point Financial

Financial Advisors of GWN Securities, Inc.

NEA Retirement Specialists

Guest speaker: Alexis Trapp, Regional Wealth Management Consultant, Capital Group

A college education is one of the most significant investments you and your family will make. Saving for college is a challenge — especially if costs continue to rise at around 5% a year. A 529 education savings plan can help you realize an educational goal for yourself or someone you love, no matter where you are in life. A College Savings Plan gifting feature allows family and friends to make a meaningful difference in a young person’s life with a contribution to a 529 account in lieu of or as part of a gift on birthdays and holidays.

Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The host of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products." 

Date and Time

Tue, Dec 09, 2025

Location

Zoom Webinar

PT0S

Event Registration

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