Understanding Financial Aid and Education Savings Solutions
Stephen Jobe, Director 529 Plan Specialist - Legg Mason, a Division of Franklin Templeton
Sam Nasser, Regional Director - West Coast
Please join Ameriprise Financial Institutions Group for a special virtual event. During this complimentary session, we’ll discuss:
During this complimentary session, we’ll discuss:
· Education today
· The importance of college and how much it will cost
· Various ways to pay and invest for college
Speaker Bio: Stephen Jobe has worked in the financial service industry on both the investment management and the Broker-Dealer sides of the business for 30 years. He has been in the 529space 20 years. Stephen joined Legg Mason in 2014, hired to run the firm’s 529 Plan business. Today he is focused on educating advisors and their clients on the unique benefits of 529 Plans.
This is an informational seminar. There is no cost or obligation.
Franklin Templeton 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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