Past events

Education Planning and Funding

EDT

You must RSVP to receive access credentials for this event or seminar.

Chris Stack, Esq, Managing Consultant - Savingforcollege.com

Generations Wealth Management, An Ameriprise Wealth Advisory Practice of Ameriprise Financial Services, LLC

Columbia Threadneedle Investments

This session will be led by Chris Stack, Esq who is the Managing Consultant at Savingforcollege.com and is a nationally recognized 529authority.

During the webinar, we’ll cover:

  • The rising cost of education and why planning early matters
  • How 529 college savings plans work and their key benefits
  • Tax advantages, including tax-deferred growth and tax-free withdrawals for qualified expenses
  • Strategies for funding education while balancing other financial goals
  • Common planning mistakes and missed opportunities when saving for education
  • Intro on forthcoming Trump accounts

Whether you’re planning for a child, grandchild, or simply want to better understand your options, this session will provide valuable insights and practical strategies.

This is an informational seminar. There is no cost or obligation.

Columbia Threadneedle Investments is an Ameriprise Financial affiliate.

Savingforcollege.com and its representatives are 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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