Past Events

Education Planning and Funding

  • Brian Guenard, Regional Advisor Consultant - Columbia Threadneedle Investments
  • Conshohocken, PA Branch of Ameriprise Financial
  • Columbia Threadneedle Investments

Looking for a smart way to save for your child’s future education? Learn how a 529 college savings plan can help you pursue your family’s education funding goals. Helping a loved one pay for their education is a lifelong gift. Join Us to learn about the features of 529 plans and how you can get started.

This seminar is sponsored by ColumbiaThreadneedle Investments. Columbia Threadneedle Investments is an affiliate ofAmeriprise Financial.

Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529Savings Plan before investing. More information about a particular 529 Savings Plan is available in the issuer's official statement that may be obtained from the investor’s Ameriprise financial advisor. The official statement should be read carefully before investing.

Clients contributing to a 529 SavingsPlan 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. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10%federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.

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, 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 cannot guarantee future financial results.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

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