Join us to explore how families can dream bigger, learn smarter, and save more effectively for education by understanding rising education costs, funding gaps, and long-term planning strategies. In this complimentary session, we'll discuss the Scholar's Edge 529 Plan. We'll explore how 529 plans work, the potential benefits and flexibility they may offer, and practical ways to help build a tax-advantaged savings strategy that supports both future education and broader financial goals.
Investors should consider before investing whether their or their designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program, such as financial aid, scholarship funds, and protection from creditors, and should consult their tax advisor.
Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with the Plan’s municipal fund securities. The Plan Description and Participation Agreement contains this and other information about the Plan, and may be obtained by asking your financial professional, by visiting scholarsedge529.comor calling 1.866.529.SAVE (1.866.529.7283). Investors should read these documents carefully before investing.
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Principal Asset Management is not affiliated with Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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