May 23, 2024 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.