Life Lessons: Pursue one of life's important goals with a smart plan.
Michelle Franks, Director - MFS Fund Distributors
Scott Nicholas, Financial Advisor, Vice President
This presentation is about 529 plans and will focus on:
• A smart way to save
• Having the reward outweigh the cost
• Making it a family affair
• Sharing the wealth• Consulting an expert
This is an informational seminar. There is no cost or obligation. MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.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. 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 may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan's official statement carefully before investing.