Joseph Friedman, 529 Specialist - Oppenheimer Funds
Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Destination College- Creating your Road Map
The presentation will focus on these areas:
-The college journey
-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 of 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 here to join.
This an informational seminar. There is no cost or obligation.
Oppenheimer Funds and its representatives are not affiliated with Ameriprise Financial.
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.
Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which maybe obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.
Clients contributing to a 529 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.
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.
Ameriprise Financial Services,Inc. Member FINRA and SIPC.