Past Events

Education Planning and Funding

  • JR Richard, Regional Advisor Consultant - Columbia Threadneedle
  • Stoutheart Financial Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Columbia Threadneedle

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.

Appetizers and drinks will be provided!

To reserve a spot: call us at 316.630.8118 or email us at linzi.mainz@ampf.com

Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529 Savings 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 Savings 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. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a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.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.