Joseph Friedman, 529 Specialist - Oppenheimer Funds
Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
The presentation will focus on these areas:
· The college journey
· Your tools to go the distance
· The 529 college savings plan
This educational opportunity is a conference call and webex presentation. Please plan to call the toll-free number to hear the speaker and join the webex event online
to view the presentation from the comfort of your home or office.
Join by Phone: 1-866-501-1506 Code: 402 956 1640
To view the presentation, please login to the Webex Event.
When it's time to view the presentation, please Click this link to join this online meeting.
For more information:
call us at 434.296.6611 or email us at email@example.com
Oppenheimer Funds and itsrepresentatives are not affiliated with Ameriprise Financial.
Investment products are not federally orFDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.
Clients should carefully consider theinvestment objectives, risks, charges, and expenses associated with a 529 Planbefore investing. More information regarding a particular 529 Plan is availablein the issuer’s official statement, which may be obtained from an Ameriprisefinancial advisor. Investors should read the 529 Plan’s official statementcarefully before investing.
Clientscontributing to a 529 Plan offered by a state in which they are not a resident,should consider, before investing, whether their or their designatedbeneficiary(s) home state offers any state tax or other benefits only availablefor investments in such state’s qualified tuition program.
AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specificsituation.
Ameriprise Financial Services,Inc. Member FINRA and SIPC.
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