Nate Gray, Regional Vice President - Columbia Management
Shirley Ikehara and Associates, A financial advisory practice of Ameriprise Financial, Inc
During this complimentary seminar, you’ll learn ways to:
· Define a college saving goal that is right for you.
· Learn about today’s cost and various payment options.
· Balance retirement and college savings.
· Understand what goes into college saving and college spending.
To reserve a spot:
call us at 808.792.7409 or email us at firstname.lastname@example.org
This is an informational seminar. There is no cost or obligation.
This seminar is sponsored by Columbia Management.
Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529 Savings Plan before investing. More information about a particular 529
Savings Plan is available in the issuer's official statement that may be obtained from the investors
Ameriprise financial advisor. The official statement should be read carefully before investing. Clients contributing to a 529 Savings Plan offered by a state in which they are not a resident should consider, before investing, whether their or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Columbia Management Investment Advisers, LLC is a subsidiary of Ameriprise Financial, Inc.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2014 Ameriprise Financial, Inc. All rights reserved.