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

Description

Hosted by: Turning Pointe Financial

Financial Advisors of GWN Securities, Inc.

NEA Retirement Specialists

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

For many families, preparing for college is both an exciting milestone and a significant financial commitment. A college education is one of the most meaningful financial decisions a family can make. With tuition and related expenses continuing to rise every year, creating a savings strategy can make a meaningful difference. A 529 education savings plan can help you work toward funding educational goals for yourself or a loved one, no matter your stage of life. Many plans offer gifting features, allowing family and friends to contribute to a student’s future in place of or in addition to traditional birthday or holiday gifts. Join our webinar to learn how a 529 education savings plan can help you plan ahead—with options designed to grow alongside your goals.

Date and Time

Tue, Jul 21, 2026

10:00a - 11:00a EST

Location

Zoom Webinar

PT1H

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.

Event Registration

Will you be able to attend this event?